Ishares Tr s^p aggr all shares owned by Lake Point Wealth Management
Quarter-by-quarter ownership of Ishares Tr s^p aggr all (AOA) shares owned by Lake Point Wealth Management
from 13F filings
Historical chart of Lake Point Wealth Management investment in Ishares Tr s^p aggr all
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Quarterly reported holdings in Ishares Tr s^p aggr all by Lake Point Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-06-30 | $8.0k | 135 | 59.26 |
| 2022-03-31 | $9.0k | 135 | 66.67 |
| 2021-12-31 | $26k | 355 | 73.24 |
| 2021-09-30 | $19k | 273 | 69.60 |
| 2021-06-30 | $18k | 259 | 69.50 |
| 2020-03-31 | $10k | 205 | 48.78 |
| 2019-12-31 | $12k | 205 | 58.54 |
| 2019-06-30 | $23k | 411 | 55.96 |
| 2019-03-31 | $23k | 411 | 55.96 |
| 2018-12-31 | $20k | 410 | 48.78 |
More positions owned by Lake Point Wealth Management
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