Lake Point Wealth Management
Q1 2022 13F Holdings
Location
Rockwall, TX
Holdings as of
3/31/2022
Value ($000)
$216,137
Num holdings
465
Date filed
5/17/2022
Form type
13F-HR
Prev filing
2/23/2022
Next filing
7/19/2022
SEC
View on sec.gov
Compare Q1 2022 to
2022 Q2
2021 Q4
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