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Lattice Strategies Tr shares owned by Aurum Wealth Management Group

Quarter-by-quarter ownership of Lattice Strategies Tr (HDUS) shares owned by Aurum Wealth Management Group from 13F filings

Historical chart of Aurum Wealth Management Group investment in Lattice Strategies Tr

Tip: Access up to 7 years of quarterly data

All positions including Lattice Strategies Tr held by Aurum Wealth Management Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Lattice Strategies Tr by Aurum Wealth Management Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $399k 8.6k 46.47
2023-09-30 $386k 9.1k 42.29
2023-06-30 $425k 9.7k 43.99

More positions owned by Aurum Wealth Management Group

Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core S&p Scp Etf (IJR)
Vaneck Etf Trust Cef Muni Income (XMPT)
Apple (AAPL)
United Parcel Service CL B (UPS)
Microsoft Corporation (MSFT)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Us Aggbd Et (AGG)

View all positions for Aurum Wealth Management Group

Top funds holding Lattice Strategies Tr

RiverFront Investment Group
Raymond James & Associates
Royal Bank of Canada
Janney Montgomery Scott
Branch Banking & Trust Company
Stifel Financial
Jpmorgan Chase & Co
Aurum Wealth Management Group
Wedbush Morgan Securities
Source Financial Advisors
Raymond James Financial Services Advisors
Gallagher Fiduciary Advisors
Advisor Group Holdings
Bank of America Corporation
Harbour Investments

View all funds holding Lattice Strategies Tr