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

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

Historical chart of Downshift 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 Downshift 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 Downshift Financial

Quarter filed Position value Share count Share price at filing
2026-06-30 $2.1k 53 40.42

More positions owned by Downshift Financial

Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
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Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Spdr Series Trust St Str P500etf (SPYM)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr Core Msci Total (IXUS)
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NVIDIA Corporation Put Option (NVDA)
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

View all positions for Downshift Financial

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