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Lattice Strategies Tr dev mk x us st shares owned by Pinnacle Private Wealth

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

Historical chart of Pinnacle Private Wealth 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 Pinnacle Private Wealth 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 Pinnacle Private Wealth

Quarter filed Position value Share count Share price at filing
2022-06-30 $482k 19k 24.88
2022-03-31 $520k 18k 29.13
2021-12-31 $556k 19k 30.13

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Chevron Corporation (CVX)

View all positions for Pinnacle Private Wealth

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