Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LAKE POINT WEALTH MANAGEMENT | 07-19-2022 | 06-30-2022 | 493 | 176,032,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR SER TR | PORTFOLIO SHORT | 401 | $2,000 | 66 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2022 |
| SPDR SER TR | PORTFOLIO AGRGTE | 402 | $2,000 | 61 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2022 |
| SPDR SER TR | PORTFLI INTRMDIT | 403 | $2,000 | 81 | 0.00 | 81 | +Inf | 06-30-2022 | |
| STRATEGY SHS | NS 7HANDL IDX | 404 | $2,000 | 100 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2022 |
