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Lattice Strategies Tr dev mk x us st shares owned by Crux Wealth Advisors

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

Historical chart of Crux Wealth Advisors 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 Crux Wealth Advisors 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 Crux Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.1M 58k 35.52
2025-06-30 $2.0M 59k 34.10

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Top funds holding Lattice Strategies Tr dev mk x us st

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

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