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Lattice Strategies Tr dev mk x us st shares owned by Brian McDonald

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

Historical chart of Brian McDonald 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 Brian McDonald 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 Brian McDonald

Quarter filed Position value Share count Share price at filing
2024-09-30 $241k 7.9k 30.50
2024-06-30 $245k 8.9k 27.62
2024-03-31 $293k 11k 28.00
2023-09-30 $456k 18k 25.65

More positions owned by Brian McDonald

Eli Lilly & Co. (LLY)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
JPMorgan Chase & Co. (JPM)
Meta Platforms Cl A (META)
Home Depot (HD)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Rus 1000 Grw Etf (IWF)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Rus 1000 Val Etf (IWD)
Broadcom (AVGO)

View all positions for Brian McDonald

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