Lattice Strategies Tr dev mk x us st shares owned by WCG Wealth Advisors
Quarter-by-quarter ownership of Lattice Strategies Tr dev mk x us st (RODM) shares owned by WCG Wealth Advisors
from 13F filings
Historical chart of WCG Wealth Advisors investment in Lattice Strategies Tr dev mk x us st
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Quarterly reported holdings in Lattice Strategies Tr dev mk x us st by WCG Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $22M | 608k | 35.53 |
| 2025-06-30 | $23M | 678k | 34.10 |
| 2025-03-31 | $22M | 693k | 30.99 |
| 2024-12-31 | $23M | 805k | 28.42 |
| 2024-09-30 | $24M | 798k | 30.50 |
| 2024-06-30 | $23M | 843k | 27.62 |
| 2024-03-31 | $22M | 780k | 28.00 |
| 2023-12-31 | $28M | 1.0M | 27.42 |
| 2023-09-30 | $32M | 1.2M | 25.97 |
| 2023-06-30 | $31M | 1.2M | 26.32 |
| 2023-03-31 | $31M | 1.2M | 26.33 |
| 2022-12-31 | $28M | 1.1M | 24.79 |
| 2022-09-30 | $25M | 1.1M | 21.74 |
| 2022-06-30 | $27M | 1.1M | 25.37 |
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