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Lattice Strategies Tr dev mk x us st shares owned by Steward Partners Investment Advisory

Quarter-by-quarter ownership of Lattice Strategies Tr dev mk x us st (RODM) shares owned by Steward Partners Investment Advisory from 13F filings

Historical chart of Steward Partners Investment Advisory 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 Steward Partners Investment Advisory 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 Steward Partners Investment Advisory

Quarter filed Position value Share count Share price at filing
2023-12-31 $5.5k 200 27.42
2023-09-30 $5.1k 200 25.65
2023-06-30 $15k 575 26.32
2023-03-31 $23k 855 26.33
2020-03-31 $4.9M 221k 22.04
2019-12-31 $5.0M 171k 29.37
2019-09-30 $4.5M 160k 27.88

More positions owned by Steward Partners Investment Advisory

Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
JPMorgan Chase & Co. (JPM)
Ishares Tr Core S&p Mcp Etf (IJH)
UnitedHealth (UNH)
Ishares Tr Rus 1000 Grw Etf (IWF)
Home Depot (HD)
Tesla Motors (TSLA)

View all positions for Steward Partners Investment Advisory

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