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 |
|---|---|---|---|---|---|---|---|---|---|
| UNDER ARMOUR INC | CL A | 551 | $1,000 | 120 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2022 |
| BLOCK INC | CL A | 552 | $1,000 | 12 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2022 |
| ARK ETF TR | AUTNMUS TECHNLGY | 553 | $1,000 | 20 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2022 |
| ISHARES TR | 10-20 YR TRS ETF | 554 | $1,000 | 5 | 0.00 | 5 | +Inf | 06-30-2022 |
