Lattice Strategies Tr dev mk x us st shares owned by WealthPlan Investment Management
Quarter-by-quarter ownership of Lattice Strategies Tr dev mk x us st (RODM) shares owned by WealthPlan Investment Management
from 13F filings
Historical chart of WealthPlan Investment Management 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 WealthPlan Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $238k | 6.7k | 35.52 |
| 2025-06-30 | $232k | 6.8k | 34.10 |
| 2025-03-31 | $219k | 7.1k | 30.99 |
| 2024-12-31 | $227k | 8.0k | 28.42 |
| 2023-12-31 | $201k | 7.3k | 27.42 |
| 2023-09-30 | $2.9M | 114k | 25.65 |
| 2023-06-30 | $46k | 1.8k | 26.32 |
| 2023-03-31 | $182k | 6.9k | 26.33 |
| 2022-12-31 | $1.9M | 71k | 26.33 |
| 2022-09-30 | $0 | 70k | 0.00 |
| 2022-03-31 | $3.2M | 96k | 33.33 |
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