Lummis Asset Management »

Lattice Strategies Tr shares owned by Lummis Asset Management

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

Historical chart of Lummis Asset Management investment in Lattice Strategies Tr

Tip: Access up to 7 years of quarterly data

All positions including Lattice Strategies Tr held by Lummis 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 Lummis Asset Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $4.0k 61 65.18

More positions owned by Lummis Asset Management

Microsoft Corporation (MSFT)
Apple (AAPL)
Matador Resources (MTDR)
Alphabet Com Class C (GOOG)
Berkshire Hathaway Com Class B
Oracle Corporation (ORCL)
General Dynamics Corporation (GD)
Goldman Sachs (GS)
Black Stone Minerals (BSM)
Triple Flag Precious Metals (TFPM)
Ross Stores (ROST)
Abbott Laboratories (ABT)
Thermo Fisher Scientific (TMO)
American International (AIG)
Acushnet Holdings Corp (GOLF)

View all positions for Lummis Asset Management

Top funds holding Lattice Strategies Tr

RiverFront Investment Group
Envestnet Asset Management
LPL Financial
Raymond James Financial
Royal Bank of Canada
Janney Montgomery Scott
Stifel Financial
Jpmorgan Chase & Co
Branch Banking & Trust Company
Commonwealth Equity Services
Koshinski Asset Management
Cetera Investment Advisers
Sowell Financial Services
Wiley Bros.-aintree Capital
Wealth Enhancement Advisory Services

View all funds holding Lattice Strategies Tr