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Lattice Strategies Tr dev mk x us st shares owned by BKM Wealth Management

Quarter-by-quarter ownership of Lattice Strategies Tr dev mk x us st (RODM) shares owned by BKM Wealth Management from 13F filings

Historical chart of BKM Wealth Management investment in Lattice Strategies Tr dev mk x us st

Tip: Access up to 7 years of quarterly data

All positions including Lattice Strategies Tr dev mk x us st held by BKM Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Lattice Strategies Tr dev mk x us st by BKM Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $241k 8.6k 28.00
2023-12-31 $232k 8.5k 27.42

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View all positions for BKM Wealth Management

Top funds holding Lattice Strategies Tr dev mk x us st

HPM Partners
H D Vest Advisory Services
Hartford Funds Management
Bank of America Corporation
UBS Group
Foster & Motley
Raymond James Financial Services Advisors
Trilogy Capital
Raymond James & Associates
WCG Wealth Advisors
Baystate Wealth Management
Jane Street
Arden Trust
Royal Bank of Canada
Captrust Financial Advisors

View all funds holding Lattice Strategies Tr dev mk x us st