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InvenTrust Properties Corp shares owned by Lake Point Wealth Management

Quarter-by-quarter ownership of InvenTrust Properties Corp (IVT) shares owned by Lake Point Wealth Management from 13F filings

Historical chart of Lake Point Wealth Management investment in InvenTrust Properties Corp

Tip: Access up to 7 years of quarterly data

All positions including InvenTrust Properties Corp 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 InvenTrust Properties Corp by Lake Point Wealth Management

Quarter filed Position value Share count Share price at filing
2022-06-30 $8.0k 293 27.30
2022-03-31 $9.0k 293 30.72
2021-12-31 $8.0k 293 27.30

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Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
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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

Top funds holding InvenTrust Properties Corp

Vanguard Group
Principal Financial Group
Millennium Management
Charles Schwab Investment Management
Mitsubishi UFJ Trust & Banking Corp
Dimensional Fund Advisors
Schonfeld Strategic Advisors
Jpmorgan Chase & Co
Northwood Liquid Management
Legal & General Group
Chilton Capital Management
Mesirow Institutional Investment Management
Ubs Global Asset Management Americas
Allianz Asset Management
Adelante Capital Management

View all funds holding InvenTrust Properties Corp