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Lattice Strategies Tr dev mk x us st shares owned by Carlson Financial

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

Historical chart of Carlson Financial 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 Carlson Financial 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 Carlson Financial

Quarter filed Position value Share count Share price at filing
2026-06-30 $396k 9.8k 40.41
2026-03-31 $385k 9.8k 39.42
2025-12-31 $374k 10k 36.97

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Top funds holding Lattice Strategies Tr dev mk x us st

HPM Partners
Morgan Stanley
Hartford Funds Management
Bank of America Corporation
Pathstone Holdings
WCG Wealth Advisors
Mill Creek Capital Advisors
LPL Financial
Intellus Advisors
Foster & Motley
Mariner Wealth Advisors
Raymond James Financial
UBS Group
Ameriprise Financial
Goldstein Advisors

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