Lake Point Wealth Management Two Rds Shared Tr Transaction History

Lake Point Wealth Management

$176 Million
Q2 2022

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2019 Jun 03, 2019	SELL	N/A	-117 Reduced 42.7%	157 $2,000
Q4 2018 Aug 07, 2019	BUY	N/A	117 Added 74.52%	274 $3,000
Q4 2018 Feb 21, 2019	BUY	N/A	157 New	157 $2,000

Others Institutions Holding AFIF

# of Institutions

21

Shares Held

11.1M

Call Options Held

0

Put Options Held

0

First International Bank & Trust Watford City, ND

7.64M
Shares

$70.1 Million
22.96% of portfolio
Darwin Advisors, LLC

1.62M
Shares

$14.8 Million
7.46% of portfolio
Foundations Investment Advisors, LLC

1.32M
Shares

$12.1 Million
0.27% of portfolio
Susquehanna International Group, LLP Bala Cynwyd, PA

115K
Shares

$1.06 Million
0.0% of portfolio
Envestnet Asset Management Inc

85.5K
Shares

$784,273
0.0% of portfolio

About TWO RDS SHARED TR

Ticker AFIF
Sector ETFs
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