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Lattice Strategies Tr us eqt strat shares owned by Paracle Advisors

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

Historical chart of Paracle Advisors 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 Paracle Advisors 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 Paracle Advisors

Quarter filed Position value Share count Share price at filing
2021-03-31 $19M 496k 37.69
2020-12-31 $17M 469k 35.10
2020-09-30 $13M 409k 31.76
2020-06-30 $12M 407k 30.03
2020-03-31 $9.9M 378k 26.09
2019-12-31 $12M 359k 33.70
2019-09-30 $12M 363k 32.22
2019-06-30 $10M 329k 31.66
2019-03-31 $7.9M 255k 30.91
2018-12-31 $5.2M 185k 27.80
2018-09-30 $3.5M 105k 33.04
2018-06-30 $706k 22k 31.48
2018-03-31 $418k 13k 31.09
2017-09-30 $314k 11k 28.69

More positions owned by Paracle Advisors

Vanguard Index Fds Vanguard Mid Cap Etf (VO)
Vanguard Index Fds Formerly Vanguard Index S&p 500 Etf Shs (VOO)
Vanguard Bd Index Fd Inc Total Bd Market Total Bnd Mrkt (BND)
Indexiq Tr Iq Hedge Multi-Strategy Hedge Mlti Etf (QAI)
Vanguard Intl Equity Index Fds Ftse Emg Mkts Ftse Emr Mk Etf (VWO)
Vanguard Ftse Developed Market Ftse Dev Mkt Etf (VEA)
Guggenheim S&P Midcap 400 Pure Growth Gug S&pmc400pg
Wisdomtree Us Midcap Dividend Us Midcap Divid (DON)
Lattice Emerging Markets Strategy Em Strategies (ROAM)
Lattice Developed Mkts Dev Mk X Us St (RODM)
Hartford Multifactor Us Equity Hartgfd Us Eqty (ROUS)
Ishares National Muni Bond National Mun Etf (MUB)
Ishares Core Msci Intl Dev Mkts Core Msci Intl (IDEV)
Ishares Core Msci Emerging Markets Core Msci Emkt (IEMG)
Ishares Core S&P Mid-Cap Core S&p Mcp Etf (IJH)

View all positions for Paracle Advisors

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
UBS Group
Coldstream Capital Management
Western Wealth Management
Janney Montgomery Scott
Mariner Wealth Advisors
Wagner Wealth Management
Wells Fargo & Company
Commonwealth Equity Services
Mercer Global Advisors

View all funds holding Lattice Strategies Tr us eqt strat