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Lattice Strategies Tr glb sm cp stra shares owned by Atria Wealth Solutions

Quarter-by-quarter ownership of Lattice Strategies Tr glb sm cp stra (ROSC) shares owned by Atria Wealth Solutions from 13F filings

Historical chart of Atria Wealth Solutions investment in Lattice Strategies Tr glb sm cp stra

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All positions including Lattice Strategies Tr glb sm cp stra held by Atria Wealth Solutions 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 Atria Wealth Solutions

Quarter filed Position value Share count Share price at filing
2023-12-31 $6.7M 162k 41.49
2023-09-30 $5.9M 165k 36.07
2023-06-30 $5.8M 156k 37.04
2023-03-31 $4.9M 137k 35.84
2022-12-31 $3.6M 102k 35.68
2022-09-30 $3.2M 100k 32.34

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View all positions for Atria Wealth Solutions

Top funds holding Lattice Strategies Tr glb sm cp stra

LPL Financial
Solano Wealth Investment Advisors
Private Advisor
Stratos Wealth Partners
Thurston, Springer, Miller, Herd & Titak
Susquehanna International
Northwest Wealth Management
Harbour Investments
Commonwealth Equity Services
Golden Bell Financial Planning
Kathleen S. Wright Associates
Wagner Wealth Management
Advisor Group Holdings
UBS Group
Creative Financial Designs

View all funds holding Lattice Strategies Tr glb sm cp stra