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Lattice Strategies Tr dev mk x us st shares owned by Golden State Equity Partners

Quarter-by-quarter ownership of Lattice Strategies Tr dev mk x us st (RODM) shares owned by Golden State Equity Partners from 13F filings

Historical chart of Golden State Equity Partners 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 Golden State Equity Partners 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 Golden State Equity Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $39k 996 39.42
2021-09-30 $283k 9.4k 30.08
2021-06-30 $287k 9.4k 30.68

More positions owned by Golden State Equity Partners

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Amazon.com Common Stock (AMZN)
Alphabet Inc Class Class A Common Stock (GOOGL)
Ishares Core U.s. Aggregate Bond Etf Uit Exchange Traded (AGG)
Broadcom Common Stock (AVGO)
Ishares Core S&p 500 Etf Uit Exchange Traded (IVV)
Vanguard S&p 500 Etf Uit Exchange Traded (VOO)
Jpmorgan Chase & Co Common Stock (JPM)
Schwab U.s. Dividend Equity Etf Uit Exchange Traded (SCHD)
Ishares Core Universal Usd Bond Etf Uit Exchange Traded (IUSB)
Berkshire Hathaway Class B Common Stock (BRK.B)
Invesco Qqq Tr Uit Exchange Traded (QQQ)
Wisdomtree Floating Ratetreasury Fund Uit Exchange Traded (USFR)

View all positions for Golden State Equity Partners

Top funds holding Lattice Strategies Tr dev mk x us st

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

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