Envestnet Asset Management »

Lattice Strategies Tr shares owned by Envestnet Asset Management

Quarter-by-quarter ownership of Lattice Strategies Tr (HDUS) shares owned by Envestnet Asset Management from 13F filings

Historical chart of Envestnet Asset Management investment in Lattice Strategies Tr

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Lattice Strategies Tr by Envestnet Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $39M 701k 55.60
2024-06-30 $43M 819k 52.41
2024-03-31 $41M 800k 50.88
2023-09-30 $34M 805k 42.29
2023-06-30 $6.5M 147k 43.99

More positions owned by Envestnet Asset Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Microsoft Corporation (MSFT)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Index Fds Value Etf (VTV)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)

View all positions for Envestnet Asset Management

Top funds holding Lattice Strategies Tr

Envestnet Asset Management
RiverFront Investment Group
Raymond James & Associates
Royal Bank of Canada
LPL Financial
Janney Montgomery Scott
Stifel Financial
Branch Banking & Trust Company
Jpmorgan Chase & Co
Koshinski Asset Management
Wedbush Morgan Securities
Aurum Wealth Management Group
Cetera Investment Advisers
GeoWealth Management
Source Financial Advisors

View all funds holding Lattice Strategies Tr