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Lattice Strategies Tr shares owned by Advisor Group Holdings

Quarter-by-quarter ownership of Lattice Strategies Tr (HLGE) shares owned by Advisor Group Holdings from 13F filings

Historical chart of Advisor Group Holdings investment in Lattice Strategies Tr

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All positions including Lattice Strategies Tr held by Advisor Group Holdings consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Lattice Strategies Tr by Advisor Group Holdings

Quarter filed Position value Share count Share price at filing
2024-03-31 $784k 26k 30.02
2023-12-31 $499k 18k 27.21
2023-09-30 $398k 17k 24.18
2023-06-30 $374k 15k 25.29
2023-03-31 $297k 12k 23.87

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Top funds holding Lattice Strategies Tr

Advisor Group Holdings
Citadel Advisors
Morgan Stanley

View all funds holding Lattice Strategies Tr