Lattice Strategies Tr glb sm cp stra shares owned by Kathleen S. Wright Associates
Quarter-by-quarter ownership of Lattice Strategies Tr glb sm cp stra (ROSC) shares owned by Kathleen S. Wright Associates
from 13F filings
Historical chart of Kathleen S. Wright Associates investment in Lattice Strategies Tr glb sm cp stra
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Quarterly reported holdings in Lattice Strategies Tr glb sm cp stra by Kathleen S. Wright Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $213k | 4.9k | 43.75 |
| 2024-06-30 | $193k | 4.9k | 39.81 |
| 2024-03-31 | $202k | 4.9k | 41.63 |
| 2023-12-31 | $201k | 4.8k | 41.49 |
| 2023-09-30 | $173k | 4.8k | 36.06 |
| 2023-06-30 | $178k | 4.8k | 37.04 |
| 2023-03-31 | $172k | 4.8k | 35.85 |
| 2022-12-31 | $170k | 4.8k | 35.62 |
| 2022-09-30 | $153k | 4.7k | 32.31 |
| 2022-06-30 | $230k | 6.8k | 33.85 |
| 2022-03-31 | $261k | 6.8k | 38.42 |
| 2021-12-31 | $223k | 5.5k | 40.55 |
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