Lake Point Wealth Management TDTF Holdings History
Lake Point Wealth Management's FlexShares iBoxx 5-Year Target Duration TIPS Index Fund Holding Summary
As of 2022-06-30, Lake Point Wealth Management held 537,111.00 shares of FlexShares iBoxx 5-Year Target Duration TIPS Index Fund(TDTF), totaling $13.55 Mil. This investment constitutes 7.7% of their stock portfolio, and Lake Point Wealth Management now holds 1.78% of the outstanding FlexShares iBoxx 5-Year Target Duration TIPS Index Fund(TDTF) stock.
The initial trade took place in 2021Q4. And since then Lake Point Wealth Management has made 2 purchases of TDTF, at an average price of $27.32, for a total of 550,638.00 shares. In addition, there have been 1 sales at an average price of $25.66 for 13,527.00 shares. Based on historical transaction data and TDTF's current price of $24.11, Lake Point Wealth Management's estimated gain on his TDTF holdings is $-1.75 Mil, reflecting a -11.62% gain to date.
Lake Point Wealth Management TDTF ($24.11) Holding Chart
Lake Point Wealth Management TDTF ($24.11) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
