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Lattice Strategies Tr shares owned by GeoWealth Management

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

Historical chart of GeoWealth Management investment in Lattice Strategies Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Lattice Strategies Tr by GeoWealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $297k 5.3k 55.60
2024-06-30 $370k 7.1k 52.41
2024-03-31 $0 0 0.00
2023-09-30 $540k 13k 42.30
2023-06-30 $386k 8.8k 43.93

More positions owned by GeoWealth Management

Ishares Tr Core Total Usd (IUSB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Large Cap Etf (VV)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Exchange Listed Fds Tr Cabana Target 10 (TDSC)
Ishares Tr Core Intl Aggr (IAGG)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Ishares Tr TRS FLT RT BD (TFLO)
Exchange Listed Fds Tr Cabana Moderate (CLSM)
Dimensional Etf Trust World Ex Us Core (DFAX)

View all positions for GeoWealth 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