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Lattice Strategies Tr dev mk x us st shares owned by WESCAP Management

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

Historical chart of WESCAP Management 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 WESCAP Management 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 WESCAP Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $2.8M 101k 27.62
2024-03-31 $2.8M 101k 28.00
2023-12-31 $2.8M 102k 27.42
2023-09-30 $2.6M 102k 25.65
2023-06-30 $2.7M 104k 26.32
2023-03-31 $2.8M 106k 26.33
2022-12-31 $2.6M 104k 24.79
2022-09-30 $2.5M 117k 21.74
2022-06-30 $3.0M 121k 24.89
2022-03-31 $3.8M 131k 29.11
2021-12-31 $2.9M 96k 30.10
2021-09-30 $2.9M 95k 30.10
2021-06-30 $3.1M 101k 30.70
2021-03-31 $3.1M 103k 29.69
2020-12-31 $2.5M 87k 28.30
2020-09-30 $2.5M 96k 25.87
2020-06-30 $2.6M 106k 24.61
2020-03-31 $2.0M 90k 22.04
2019-12-31 $4.7M 162k 29.36
2019-09-30 $4.5M 160k 27.88
2019-06-30 $4.3M 154k 28.16
2019-03-31 $4.2M 148k 28.17
2018-12-31 $1.8M 71k 25.80

More positions owned by WESCAP Management

Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Schwab Strategic Tr Fundamental Intl (FNDF)
Ishares Gold Tr Ishares New (IAU)
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Spdr Ser Tr Bloomberg Invt (FLRN)
Ishares Tr TRS FLT RT BD (TFLO)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr Hdg Msci Eafe (HEFA)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Small Cp Etf (VB)

View all positions for WESCAP Management

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