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Lattice Strategies Tr shares owned by MAI Wealth Advisors

Quarter-by-quarter ownership of Lattice Strategies Tr (HDUS) shares owned by MAI Wealth Advisors from 13F filings

Historical chart of MAI Wealth Advisors investment in Lattice Strategies Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Lattice Strategies Tr by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $26k 396 64.37
2025-06-30 $24k 396 59.52
2025-03-31 $21k 396 54.14
2024-12-31 $22k 396 56.49

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View all positions for MAI Wealth Advisors

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
Koshinski Asset Management
Commonwealth Equity Services
Cetera Investment Advisers
Sowell Financial Services
Wealth Enhancement Advisory Services
Jones Financial Companies, L.L

View all funds holding Lattice Strategies Tr