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Lattice Strategies Tr dev mk x us st shares owned by WealthPlan Investment Management

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

Historical chart of WealthPlan Investment 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 WealthPlan Investment 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 WealthPlan Investment Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $201k 7.3k 27.42
2023-09-30 $2.9M 114k 25.65
2023-06-30 $46k 1.8k 26.32
2023-03-31 $182k 6.9k 26.33
2022-12-31 $1.9M 71k 26.33
2022-09-30 $0 70k 0.00
2022-03-31 $3.2M 96k 33.33

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Vaneck Etf Trust Ig Floating Rate (FLTR)
Casey's General Stores (CASY)
Gra (GGG)
Alphabet Cap Stk Cl C (GOOG)
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Chevron Corporation (CVX)
First Tr Exchng Traded Fd Vi Cboe Vest Us Eq (BUFR)
Abbott Laboratories (ABT)
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)

View all positions for WealthPlan Investment 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