Kmg Fiduciary Partners »

Lattice Strategies Tr dev mk x us st shares owned by Kmg Fiduciary Partners

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

Historical chart of Kmg Fiduciary 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 Kmg Fiduciary Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Lattice Strategies Tr dev mk x us st by Kmg Fiduciary Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $581k 21k 28.00
2023-12-31 $904k 33k 27.42
2023-09-30 $1.2M 47k 25.65
2023-06-30 $1.3M 48k 26.32
2023-03-31 $1.2M 47k 26.33
2022-12-31 $581k 23k 24.79

More positions owned by Kmg Fiduciary Partners

Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
JPMorgan Chase & Co. (JPM)
Meta Platforms Cl A (META)
Eli Lilly & Co. (LLY)
Qualcomm (QCOM)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Abbvie (ABBV)
Ishares Tr Core Msci Eafe (IEFA)
Advanced Micro Devices (AMD)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for Kmg Fiduciary Partners

Top funds holding Lattice Strategies Tr dev mk x us st

HPM Partners
H D Vest Advisory Services
Hartford Funds Management
Bank of America Corporation
UBS Group
Foster & Motley
Raymond James Financial Services Advisors
Trilogy Capital
Raymond James & Associates
WCG Wealth Advisors
Baystate Wealth Management
Jane Street
Arden Trust
Royal Bank of Canada
Captrust Financial Advisors

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