Lake Point Wealth Management
Q4 2021 13F Holdings
Location
Rockwall, TX
Holdings as of
12/31/2021
Value ($000)
$228,916
Num holdings
482
Date filed
2/23/2022
Form type
13F-HR
Prev filing
10/21/2021
Next filing
5/17/2022
SEC
View on sec.gov
Compare Q4 2021 to
2022 Q2
2022 Q1
2021 Q3
2021 Q2
2020 Q1
2019 Q4
2019 Q2
2019 Q1 - RESTATEMENT
2018 Q4 - RESTATEMENT
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type