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Lattice Strategies Tr dev mk x us st shares owned by BKM Wealth Management

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

Historical chart of BKM Wealth Management investment in Lattice Strategies Tr dev mk x us st

Tip: Access up to 7 years of quarterly data

All positions including Lattice Strategies Tr dev mk x us st held by BKM Wealth Management 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 BKM Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $249k 8.2k 30.50
2024-06-30 $240k 8.7k 27.62
2024-03-31 $241k 8.6k 28.00
2023-12-31 $232k 8.5k 27.42

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View all positions for BKM Wealth Management

Top funds holding Lattice Strategies Tr dev mk x us st

HPM Partners
Morgan Stanley
Hartford Funds Management
Bank of America Corporation
Mill Creek Capital Advisors
Foster & Motley
Raymond James & Associates
Mariner Wealth Advisors
WCG Wealth Advisors
LPL Financial
Raymond James Financial Services Advisors
Private Advisor
Trilogy Capital
Arden Trust
Captrust Financial Advisors

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