Lake Point Wealth Management Ishares Inc Msci Global Energy Transaction History

Lake Point Wealth Management

$176 Million
Q2 2022

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 17, 2022	SELL	$18.28 - $23.15 $9,542 - $12,084	-522 Closed	0 $0
Q4 2021 Feb 23, 2022	BUY	$17.12 - $19.43 $8,936 - $10,142	522 New	522 $9,000

Others Institutions Holding FILL

# of Institutions

42

Shares Held

1.12M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

314K
Shares

$7.53 Million
0.0% of portfolio
Ars Investment Partners, LLC

133K
Shares

$3.18 Million
0.32% of portfolio
Planned Solutions, Inc.

81K
Shares

$1.94 Million
0.8% of portfolio
Heritage Oak Wealth Advisors LLC Santa Rosa Beach, FL

70.4K
Shares

$1.69 Million
0.75% of portfolio
Cetera Investment Advisers Schaumburg, IL

56.4K
Shares

$1.35 Million
0.0% of portfolio

About ISHARES INC MSCI GLOBAL ENERGY

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