Lattice Strategies Tr dev mk x us st shares owned by Encompass Wealth Advisors
Quarter-by-quarter ownership of Lattice Strategies Tr dev mk x us st (RODM) shares owned by Encompass Wealth Advisors
from 13F filings
Historical chart of Encompass Wealth Advisors investment in Lattice Strategies Tr dev mk x us st
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Quarterly reported holdings in Lattice Strategies Tr dev mk x us st by Encompass Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $207k | 5.8k | 35.52 |
| 2023-06-30 | $884k | 34k | 26.32 |
| 2023-03-31 | $1.0M | 38k | 26.33 |
| 2022-12-31 | $924k | 37k | 24.79 |
| 2022-09-30 | $944k | 43k | 21.74 |
| 2022-06-30 | $1.1M | 45k | 24.90 |
| 2022-03-31 | $1.3M | 45k | 29.12 |
| 2021-12-31 | $1.4M | 45k | 30.11 |
| 2021-09-30 | $1.4M | 46k | 30.09 |
| 2021-06-30 | $1.5M | 48k | 30.69 |
| 2021-03-31 | $1.5M | 48k | 30.49 |
| 2020-12-31 | $1.3M | 48k | 28.32 |
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