Lake Point Wealth Management’s State Street SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

Lake Point Wealth Management’s Portfolio CWB Stock Details CWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$3K	Hold	53	–	–	﹤0.01%	271
2022 Q1	$4K	Hold	53	–	–	﹤0.01%	256
2021 Q4	$4K	Hold	53	–	–	﹤0.01%	271
2021 Q3	$5K	Hold	53	–	–	﹤0.01%	237
2021 Q2	$5K	Buy	+53	New	+$4.48K	﹤0.01%	241
2020 Q1	$3K	Hold	53	–	–	﹤0.01%	223
2019 Q4	$3K	Buy	+53	New	+$2.85K	﹤0.01%	425
2019 Q2	$7K	Hold	139	–	–	﹤0.01%	376
2019 Q1	$7K	Sell	139 -9,422	-99%	-$478K	﹤0.01%	376
2018 Q4	$447K	Buy	+9,561	New	+$481K	0.17%	90

Other funds holding CWB

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return