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

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

Historical chart of GeoWealth 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 GeoWealth 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 GeoWealth Management

Quarter filed Position value Share count Share price at filing
2022-12-31 $424k 17k 24.81

More positions owned by GeoWealth Management

Ishares Tr Core Total Usd (IUSB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Ishares Tr Core Intl Aggr (IAGG)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Pimco Etf Tr Multisector Bd (PYLD)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)

View all positions for GeoWealth Management

Top funds holding Lattice Strategies Tr dev mk x us st

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

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