Lattice Strategies Tr dev mk x us st shares owned by Evermay Wealth Management
Quarter-by-quarter ownership of Lattice Strategies Tr dev mk x us st (RODM) shares owned by Evermay Wealth Management
from 13F filings
Historical chart of Evermay Wealth Management 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 Evermay Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $120k | 4.4k | 27.42 |
| 2023-09-30 | $116k | 4.5k | 25.65 |
| 2023-06-30 | $207k | 7.9k | 26.32 |
| 2023-03-31 | $382k | 15k | 26.33 |
| 2022-12-31 | $569k | 23k | 24.79 |
| 2022-09-30 | $507k | 23k | 21.74 |
| 2022-06-30 | $584k | 24k | 24.90 |
| 2022-03-31 | $611k | 21k | 29.14 |
| 2021-12-31 | $638k | 21k | 30.12 |
| 2021-09-30 | $702k | 23k | 30.72 |
| 2021-06-30 | $702k | 23k | 30.72 |
| 2021-03-31 | $877k | 30k | 29.72 |
| 2020-12-31 | $839k | 30k | 28.31 |
| 2020-09-30 | $921k | 36k | 25.89 |
| 2020-06-30 | $856k | 35k | 24.62 |
| 2020-03-31 | $929k | 42k | 22.04 |
| 2019-12-31 | $1.6M | 56k | 29.38 |
| 2019-09-30 | $1.4M | 51k | 27.87 |
| 2019-06-30 | $1.4M | 50k | 28.16 |
| 2019-03-31 | $1.4M | 50k | 28.18 |
| 2018-12-31 | $1.1M | 41k | 25.81 |
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