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Ii-vi shares owned by Lake Point Wealth Management

Quarter-by-quarter ownership of Ii-vi shares owned by Lake Point Wealth Management from 13F filings

Historical chart of Lake Point Wealth Management investment in Ii-vi

Tip: Access up to 7 years of quarterly data

All positions including Ii-vi held by Lake Point Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ii-vi by Lake Point Wealth Management

Quarter filed Position value Share count Share price at filing
2022-06-30 $7.0k 130 53.85
2022-03-31 $9.0k 130 69.23
2021-12-31 $9.0k 130 69.23
2021-09-30 $8.0k 130 61.54
2021-06-30 $9.0k 130 69.23
2020-03-31 $4.0k 130 30.77
2019-12-31 $4.0k 130 30.77
2019-06-30 $5.0k 130 38.46
2019-03-31 $5.0k 130 38.46

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Dimensional Etf Trust Us Core Equity 2 (DFAC)
Flexshares Tr Iboxx 5yr Trgt (TDTF)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Gold Tr Ishares New (IAU)
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Ishares Tr Eafe Sml Cp Etf (SCZ)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Intl Van Ftse Dev Mkt (VEA)
Pimco Etf Tr Active Bd Etf (BOND)
Procter & Gamble Company (PG)

View all positions for Lake Point Wealth Management