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Ishares Tr usa min vo shares owned by Lake Point Wealth Management

Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by Lake Point Wealth Management from 13F filings

Historical chart of Lake Point Wealth Management investment in Ishares Tr usa min vo

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr usa min vo 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 Ishares Tr usa min vo by Lake Point Wealth Management

Quarter filed Position value Share count Share price at filing
2022-06-30 $1.0k 8 125.00
2021-09-30 $9.0k 125 72.00
2019-06-30 $66k 1.1k 61.57
2019-03-31 $66k 1.1k 61.57
2018-12-31 $3.2M 62k 52.40

More positions owned by Lake Point Wealth Management

Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
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)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
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 Ishares Tr usa min vo

Bank of America Corporation
Raymond James & Associates
Pnc Financial Services
Mercer Global Advisors
Jpmorgan Chase & Co
Raymond James Financial Services Advisors
Wells Fargo & Company
UBS Group
Alaska Permanent Fund Corp
Catalyst Capital Advisors
Millburn Ridgefield
Wealth Enhancement Advisory Services
Commonwealth Equity Services
Captrust Financial Advisors
Royal Bank of Canada

View all funds holding Ishares Tr usa min vo