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 |
|---|---|---|---|---|---|---|---|---|---|
| ROCKWELL AUTOMATION INC | COM | 51 | $73,000 | 366 | 0.04 | 0.05 | 0 | 0.00 | 06-30-2022 |
| ALTRIA GROUP INC | COM | 52 | $72,000 | 1,714 | 0.04 | 0.04 | 1 | 0.06 | 06-30-2022 |
| ANNALY CAPITAL MANAGEMENT IN | COM | 53 | $71,000 | 12,000 | 0.04 | 0.04 | 0 | 0.00 | 06-30-2022 |
| SELECT SECTOR SPDR TR | ENERGY | 54 | $69,000 | 964 | 0.04 | 0.03 | 13 | 1.37 | 06-30-2022 |
