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

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

Historical chart of Independent Financial Group investment in Lattice Strategies Tr dev mk x us st

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All positions including Lattice Strategies Tr dev mk x us st held by Independent Financial Group 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 Independent Financial Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $922k 23k 39.42

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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