Lake Point Wealth Management
Q2 2021 13F Holdings
Location
Rockwall, TX
Holdings as of
6/30/2021
Value ($000)
$214,460
Num holdings
449
Date filed
8/4/2021
Form type
13F-HR
Prev filing
5/18/2020
Next filing
10/21/2021
SEC
View on sec.gov
Compare Q2 2021 to
2022 Q2
2022 Q1
2021 Q4
2021 Q3
2020 Q1
2019 Q4
2019 Q2
2019 Q1 - RESTATEMENT
2018 Q4 - RESTATEMENT
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type