Lake Point Wealth Management
Q1 2020 13F Holdings
Location
Rockwall, TX
Holdings as of
3/31/2020
Value
$114M
Value excl. options
$114M
Num holdings
469
Date filed
5/18/2020
Form type
13F-HR
Prev filing
2/13/2020
Next filing
8/4/2021
SEC
View on sec.gov
Compare Q1 2020 to
2022 Q2
2022 Q1
2021 Q4
2021 Q3
2021 Q2
2019 Q4
2019 Q2
2019 Q1 - RESTATEMENT
2018 Q4 - RESTATEMENT
Sym
Issuer Name
Cl
CUSIP
Value ($000)
% Excl. Options
Shares
Principal
Option Type