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Lattice Strategies Tr shares owned by Source Financial Advisors

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

Historical chart of Source Financial Advisors investment in Lattice Strategies Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Lattice Strategies Tr by Source Financial Advisors

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 $359k 7.1k 50.88
2023-12-31 $588k 13k 46.47
2023-09-30 $540k 13k 42.29
2023-06-30 $387k 8.8k 43.99

More positions owned by Source Financial Advisors

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Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Us Treas Bd Etf (GOVT)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Msci Total (IXUS)
Ishares U S Etf Tr Blackrock Short (MEAR)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Confluent Class A Com (CFLT)
Ishares Tr Core S&p Ttl Stk (ITOT)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Elastic N V Ord Shs (ESTC)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)

View all positions for Source Financial Advisors

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