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

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

Historical chart of Modern Wealth 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 Modern Wealth 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 Modern Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.4M 95k 35.53
2025-06-30 $3.3M 97k 34.10
2025-03-31 $4.7M 151k 30.99
2024-12-31 $4.5M 157k 28.42

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View all positions for Modern Wealth Management

Top funds holding Lattice Strategies Tr dev mk x us st

HPM Partners
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
Susquehanna International

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