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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
2024-03-31 $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

Uber Technologies (UBER)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
MarketAxess Holdings (MKTX)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Confluent Class A Com (CFLT)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Core S&p Ttl Stk (ITOT)
Elastic N V Ord Shs (ESTC)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Ishares U S Etf Tr Blackrock Short (MEAR)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Core Us Aggbd Et (AGG)

View all positions for Source Financial Advisors

Top funds holding Lattice Strategies Tr

RiverFront Investment Group
Raymond James & Associates
Royal Bank of Canada
Janney Montgomery Scott
Branch Banking & Trust Company
Stifel Financial
Jpmorgan Chase & Co
Aurum Wealth Management Group
Wedbush Morgan Securities
Source Financial Advisors
Raymond James Financial Services Advisors
Gallagher Fiduciary Advisors
Advisor Group Holdings
Bank of America Corporation
Harbour Investments

View all funds holding Lattice Strategies Tr