Advisor Group Holdings »

Lattice Strategies Tr shares owned by Advisor Group Holdings

Quarter-by-quarter ownership of Lattice Strategies Tr (HLGE) shares owned by Advisor Group Holdings from 13F filings

Historical chart of Advisor Group Holdings investment in Lattice Strategies Tr

Tip: Access up to 7 years of quarterly data

All positions including Lattice Strategies Tr held by Advisor Group Holdings consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Lattice Strategies Tr by Advisor Group Holdings

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.4M 45k 31.73
2024-03-31 $784k 26k 30.02
2023-12-31 $499k 18k 27.21
2023-09-30 $398k 17k 24.18
2023-06-30 $374k 15k 25.29
2023-03-31 $297k 12k 23.87

More positions owned by Advisor Group Holdings

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)

View all positions for Advisor Group Holdings

Top funds holding Lattice Strategies Tr

Advisor Group Holdings
Citadel Advisors

View all funds holding Lattice Strategies Tr