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

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

Historical chart of Cornerstone 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 Cornerstone 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 Cornerstone Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $8.6M 282k 30.50
2024-06-30 $7.5M 273k 27.62
2024-03-31 $7.1M 253k 28.00
2023-12-31 $6.7M 244k 27.42
2023-09-30 $5.9M 231k 25.65
2023-06-30 $5.9M 224k 26.32
2023-03-31 $5.7M 216k 26.33
2022-09-30 $3.9M 178k 21.74
2022-06-30 $3.8M 154k 24.89
2022-03-31 $4.0M 138k 29.12
2021-12-31 $3.9M 129k 30.12
2021-09-30 $3.8M 125k 30.10
2021-06-30 $3.5M 113k 30.71
2021-03-31 $3.1M 105k 29.70
2020-12-31 $2.9M 101k 28.31
2020-09-30 $2.6M 99k 25.88
2020-06-30 $2.4M 97k 24.62
2020-03-31 $2.1M 96k 22.04
2019-12-31 $2.9M 100k 29.37
2019-09-30 $2.7M 96k 27.88
2019-06-30 $2.2M 77k 28.20
2019-03-31 $819k 68k 12.07
2018-12-31 $1.7M 66k 25.84
2018-09-30 $34M 973k 35.21
2018-06-30 $34M 941k 35.61
2018-03-31 $1.0M 35k 28.90
2017-12-31 $1.0M 35k 29.75
2017-09-30 $972k 34k 28.38
2017-06-30 $864k 32k 26.96

More positions owned by Cornerstone Wealth Management

Apple (AAPL)
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Portfolio S&p500 (SPLG)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Ishares Tr Msci Usa Min Vol (USMV)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Specialized Funds Div App Etf (VIG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Total Stk Mkt (VTI)
Procter & Gamble Company (PG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Pacer Fds Tr Pacer Us Small (CALF)

View all positions for Cornerstone 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