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Lattice Strategies Tr dev mk x us st shares owned by Assetmark

Quarter-by-quarter ownership of Lattice Strategies Tr dev mk x us st (RODM) shares owned by Assetmark from 13F filings

Historical chart of Assetmark investment in Lattice Strategies Tr dev mk x us st

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All positions including Lattice Strategies Tr dev mk x us st held by Assetmark consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Lattice Strategies Tr dev mk x us st by Assetmark

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.4k 93 36.98
2025-09-30 $3.3k 93 35.53
2025-06-30 $24k 704 34.10
2024-06-30 $1.4k 52 27.62
2023-09-30 $718 28 25.64
2022-03-31 $999 30 33.33
2021-09-30 $1.0k 38 26.32
2021-03-31 $999 43 23.26
2019-12-31 $17k 584 29.11

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Top funds holding Lattice Strategies Tr dev mk x us st

HPM Partners
Hartford Funds Management
Mill Creek Capital Advisors
WCG Wealth Advisors
Foster & Motley
LPL Financial
Intellus Advisors
Mariner Wealth Advisors
Raymond James Financial
Private Advisor
UBS Group
Captrust Financial Advisors
Goldstein Advisors
Cetera Investment Advisers
Bearing Point Capital

View all funds holding Lattice Strategies Tr dev mk x us st