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Lattice Strategies Tr glb sm cp stra shares owned by ATLas Financial Planning

Quarter-by-quarter ownership of Lattice Strategies Tr glb sm cp stra (ROSC) shares owned by ATLas Financial Planning from 13F filings

Historical chart of ATLas Financial Planning investment in Lattice Strategies Tr glb sm cp stra

Tip: Access up to 7 years of quarterly data

All positions including Lattice Strategies Tr glb sm cp stra held by ATLas Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Lattice Strategies Tr glb sm cp stra by ATLas Financial Planning

Quarter filed Position value Share count Share price at filing
2026-03-31 $422k 8.7k 48.30

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View all positions for ATLas Financial Planning

Top funds holding Lattice Strategies Tr glb sm cp stra

Blueprint Financial Advisors
LPL Financial
Solano Wealth Investment Advisors
Gateway Wealth Partners
Private Advisor
Strategic Blueprint
Susquehanna International
Thurston, Springer, Miller, Herd & Titak
ATLas Financial Planning
Harbour Investments
Northwest Wealth Management
Buckingham Strategic Partners
Mariner Wealth Advisors
Golden Bell Financial Planning
Commonwealth Equity Services

View all funds holding Lattice Strategies Tr glb sm cp stra