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Lattice Strategies Tr dev mk x us st shares owned by Jones Financial Companies, L.L

Quarter-by-quarter ownership of Lattice Strategies Tr dev mk x us st (RODM) shares owned by Jones Financial Companies, L.L from 13F filings

Historical chart of Jones Financial Companies, L.L 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 Jones Financial Companies, L.L 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 Jones Financial Companies, L.L

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.8M 63k 28.42
2024-09-30 $1.5M 50k 30.53
2024-03-31 $82k 2.9k 28.00
2023-12-31 $15k 550 27.40

More positions owned by Jones Financial Companies, L.L

Ishares Core Us Aggregate Bond Etf (AGG)
Vanguard Index Tr Etf (VUG)
Vanguard Index Tr Etf (VTV)
Ishares Core S&p 500 Etf Etf (IVV)
Ishares Trust Core Msci Eafe Etf (IEFA)
Ishares Russell Midcap Etf (IWR)
Vanguard S&p 500 Etf Etf (VOO)
Vanguard Mid Cap Etf Etf (VO)
Vanguard Index Trust Etf (VV)
Ishares Russell 1000 Etf (IWB)
Vanguard Ftse Developed Etf (VEA)
Ishares Core Total Usd Bond Etf (IUSB)
Ishares Russell 2000 Etf (IWM)
Vanguard Index Trust Etf (VB)
Ishares Russell Midcap Value Etf (IWS)

View all positions for Jones Financial Companies, L.L

Top funds holding Lattice Strategies Tr dev mk x us st

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

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