Private Trust Co Na »

Lattice Strategies Tr shares owned by Private Trust Co Na

Quarter-by-quarter ownership of Lattice Strategies Tr (HDUS) shares owned by Private Trust Co Na from 13F filings

Historical chart of Private Trust Co Na investment in Lattice Strategies Tr

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All positions including Lattice Strategies Tr held by Private Trust Co Na consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Lattice Strategies Tr by Private Trust Co Na

Quarter filed Position value Share count Share price at filing
2025-09-30 $107k 1.7k 64.37

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iShares S&P 500 Index (IVV)
Broadcom (AVGO)
Invesco Qqq Trust Series 1 (QQQ)
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View all positions for Private Trust Co Na

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