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

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

Historical chart of Golden Bell 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 Golden Bell 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 Golden Bell Financial Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $230k 5.1k 45.46
2025-06-30 $222k 5.3k 41.75

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View all positions for Golden Bell Financial Planning

Top funds holding Lattice Strategies Tr glb sm cp stra

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

View all funds holding Lattice Strategies Tr glb sm cp stra