MAI Wealth Advisors »

Lattice Strategies Tr dev mk x us st shares owned by MAI Wealth Advisors

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

Historical chart of MAI Wealth Advisors 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 MAI Wealth Advisors 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 MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.3M 35k 35.52
2025-06-30 $1.2M 36k 34.10
2025-03-31 $1.2M 37k 30.99
2024-12-31 $1.3M 47k 28.42
2024-09-30 $2.3M 77k 30.50
2024-06-30 $3.4M 124k 27.62

More positions owned by MAI Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple Call Call Option (Principal) (AAPL)
Microsoft Corp Call Call Option (Principal) (MSFT)
Ishares Tr Core S&p Mcp Etf (IJH)
Nvidia Corporation Call Call Option (Principal) (NVDA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Scp Etf (IJR)
Amazon Call Call Option (Principal) (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr S&p 500 Val Etf (IVE)
Broadcom Call Call Option (Principal) (AVGO)
Alphabet Call Call Option (Principal) (GOOGL)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for MAI Wealth Advisors

Top funds holding Lattice Strategies Tr dev mk x us st

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

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