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Lattice Strategies Tr shares owned by Sowell Financial Services

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

Historical chart of Sowell Financial Services investment in Lattice Strategies Tr

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

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Quarterly reported holdings in Lattice Strategies Tr by Sowell Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $339k 5.3k 64.37
2025-06-30 $314k 5.3k 59.51
2025-03-31 $300k 5.5k 54.13

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Alphabet Cap Stk Cl A (GOOGL)
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View all positions for Sowell Financial 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