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

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

Historical chart of Western Wealth 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 Western Wealth 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 Western Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $227k 5.7k 39.42
2020-12-31 $339k 12k 28.30
2020-09-30 $449k 17k 25.88
2020-06-30 $693k 28k 24.62
2020-03-31 $659k 30k 22.03
2019-12-31 $571k 19k 29.38
2019-09-30 $536k 19k 28.07

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Invesco Qqq Tr Unit Ser 1 (QQQ)
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Spdr Series Trust State Street Spd (SPYM)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Microsoft Corporation (MSFT)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Amazon (AMZN)
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First Tr Exchange Traded Smid Risng Etf (SDVY)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Core S&p500 Etf (IVV)
Broadcom (AVGO)

View all positions for Western Wealth Management

Top funds holding Lattice Strategies Tr dev mk x us st

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

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