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Lattice Strategies Tr us eqt strat shares owned by CWM

Quarter-by-quarter ownership of Lattice Strategies Tr us eqt strat (ROUS) shares owned by CWM from 13F filings

Historical chart of CWM investment in Lattice Strategies Tr us eqt strat

Tip: Access up to 7 years of quarterly data

All positions including Lattice Strategies Tr us eqt strat held by CWM consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Lattice Strategies Tr us eqt strat by CWM

Quarter filed Position value Share count Share price at filing
2024-03-31 $15k 315 47.62
2023-12-31 $14k 315 44.44
2023-09-30 $13k 315 41.27
2023-06-30 $13k 315 41.27
2023-03-31 $13k 315 41.27
2022-12-31 $12k 315 38.10
2022-09-30 $11k 315 34.92
2022-06-30 $12k 315 38.10

More positions owned by CWM

Ishares Tr Core S&p500 Etf (IVV)
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Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Microsoft Corporation (MSFT)
Apple (AAPL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Eafe Value Etf (EFV)
Pimco Etf Tr Active Bd Etf (BOND)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Ser Tr Portfolio S&p400 (SPMD)

View all positions for CWM

Top funds holding Lattice Strategies Tr us eqt strat

Hartford Funds Management
H D Vest Advisory Services
Bank of America Corporation
Fermata Advisors
Global Retirement Partners
Raymond James Financial Services Advisors
Western Wealth Management
UBS Group
Coldstream Capital Management
Janney Montgomery Scott
Mariner Wealth Advisors
Commonwealth Equity Services
Wagner Wealth Management
Wells Fargo & Company
Mercer Global Advisors

View all funds holding Lattice Strategies Tr us eqt strat