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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

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Quarterly reported holdings in Lattice Strategies Tr by Envestnet Asset Management

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

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Ishares Tr Msci Usa Qlt Fct (QUAL)
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Vanguard Bd Index Fds Short Trm Bond (BSV)
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Vanguard Index Fds Growth Etf (VUG)
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Blackrock Etf Trust Us Eqt Factor (DYNF)
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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
Janney Montgomery Scott
Stifel Financial
LPL Financial
Branch Banking & Trust Company
Jpmorgan Chase & Co
Aurum Wealth Management Group
Wedbush Morgan Securities
Source Financial Advisors
Cetera Investment Advisers
Raymond James Financial Services Advisors
Gallagher Fiduciary Advisors

View all funds holding Lattice Strategies Tr