Nicolet Advisory Services »

Lattice Strategies Tr shares owned by Nicolet Advisory Services

Quarter-by-quarter ownership of Lattice Strategies Tr (HDUS) shares owned by Nicolet Advisory Services from 13F filings

Historical chart of Nicolet Advisory Services investment in Lattice Strategies Tr

Tip: Access up to 7 years of quarterly data

All positions including Lattice Strategies Tr held by Nicolet Advisory Services 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 Nicolet Advisory Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $208k 3.2k 64.37

More positions owned by Nicolet Advisory Services

Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Apple (AAPL)
Ishares Tr Core S&p Ttl Stk (ITOT)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Index Fds Mid Cap Etf (VO)
Microsoft Corporation (MSFT)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
American Centy Etf Tr Real Estate Etf (AVRE)
JPMorgan Chase & Co. (JPM)
Procter & Gamble Company (PG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)

View all positions for Nicolet Advisory Services

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