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Lattice Strategies Tr dev mk x us st shares owned by Captrust Financial Advisors

Quarter-by-quarter ownership of Lattice Strategies Tr dev mk x us st (RODM) shares owned by Captrust Financial Advisors from 13F filings

Historical chart of Captrust Financial Advisors 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 Captrust Financial Advisors 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 Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $12M 452k 27.42
2023-09-30 $12M 448k 25.65
2023-06-30 $11M 426k 26.32
2022-06-30 $7.0k 234 29.91
2022-03-31 $7.0k 234 29.91

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View all positions for Captrust Financial Advisors

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