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 |
|---|---|---|---|---|---|---|---|---|---|
| FERRARI N V | COM | 501 | $1,000 | 4 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2022 |
| ZSCALER INC | COM | 502 | $1,000 | 10 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2022 |
| WILLIAMS SONOMA INC | COM | 503 | $1,000 | 10 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2022 |
| VIATRIS INC | COM | 504 | $1,000 | 121 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2022 |
