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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

Tip: Access up to 7 years of quarterly data

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
2025-09-30 $2.8M 78k 35.53
2025-06-30 $2.6M 76k 34.10
2025-03-31 $2.6M 83k 30.99
2024-12-31 $12M 418k 28.42
2024-09-30 $11M 366k 30.50

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View all positions for Pensionmark Financial Group

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