Jones Financial Companies, L.L »

Lattice Strategies Tr shares owned by Jones Financial Companies, L.L

Quarter-by-quarter ownership of Lattice Strategies Tr (HDUS) shares owned by Jones Financial Companies, L.L from 13F filings

Historical chart of Jones Financial Companies, L.L investment in Lattice Strategies Tr

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Quarterly reported holdings in Lattice Strategies Tr by Jones Financial Companies, L.L

Quarter filed Position value Share count Share price at filing
2025-09-30 $299k 4.7k 64.04
2025-06-30 $116k 2.0k 59.21
2025-03-31 $64k 1.2k 53.81
2024-12-31 $36k 638 56.49

More positions owned by Jones Financial Companies, L.L

Vanguard Index Tr ETFs (VUG)
Ishares Core Us Aggregate Bond ETFs (AGG)
Ishares Core S&p 500 Etf ETFs (IVV)
Vanguard Index Tr ETFs (VTV)
Vanguard S&p 500 Etf ETFs (VOO)
Ishares Trust Core Msci Eafe ETFs (IEFA)
Ishares Russell Midcap ETFs (IWR)
Vanguard Mid Cap Etf ETFs (VO)
Vanguard Index Trust ETFs (VV)
Ishares Russell 1000 ETFs (IWB)
Spdr Portfolio Large Cap Etf ETFs (SPLG)
Ishares Core Total Usd Bond ETFs (IUSB)
Vanguard Ftse Developed ETFs (VEA)
Ishares Broad Usd High Yield ETFs (USHY)
Ishares Core S&p Small Cap Etf ETFs (IJR)

View all positions for Jones Financial Companies, L.L

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