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

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

Historical chart of Pensionmark 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 Pensionmark 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 Pensionmark Financial Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $11M 366k 30.50

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Top funds holding Lattice Strategies Tr dev mk x us st

HPM Partners
Morgan Stanley
Hartford Funds Management
Bank of America Corporation
Mill Creek Capital Advisors
Foster & Motley
Raymond James & Associates
Mariner Wealth Advisors
WCG Wealth Advisors
LPL Financial
Raymond James Financial Services Advisors
Private Advisor
Trilogy Capital
Arden Trust
Captrust Financial Advisors

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