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Presidio Property 27 Wtf shares owned by Lake Point Wealth Management

Quarter-by-quarter ownership of Presidio Property 27 Wtf (SQFTW) shares owned by Lake Point Wealth Management from 13F filings

Historical chart of Lake Point Wealth Management investment in Presidio Property 27 Wtf

Tip: Access up to 7 years of quarterly data

All positions including Presidio Property 27 Wtf 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 Presidio Property 27 Wtf by Lake Point Wealth Management

Quarter filed Position value Share count Share price at filing
2022-06-30 $0 1.8k 0.00
2022-03-31 $0 1.8k 0.00

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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 Presidio Property 27 Wtf

Armistice Capital
CSS
Atria Wealth Solutions
Vanguard Group
Susquehanna International
Kestra Advisory Services
Wells Fargo & Company
IFP Advisors
Feltz Wealth PLAN
Advisor Group Holdings
Envestnet Asset Management
Janney Montgomery Scott
Aire Advisors
Royal Bank of Canada
Commonwealth Equity Services

View all funds holding Presidio Property 27 Wtf