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Lattice Strategies Tr glb sm cp stra shares owned by Private Advisor

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

Historical chart of Private Advisor 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 Private Advisor 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 Private Advisor

Quarter filed Position value Share count Share price at filing
2024-09-30 $798k 18k 43.75
2024-06-30 $720k 18k 39.80
2024-03-31 $376k 9.0k 41.63

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Top funds holding Lattice Strategies Tr glb sm cp stra

LPL Financial
Solano Wealth Management
Susquehanna International
Private Advisor
Citadel Advisors
Harbour Investments
Jane Street
Northwest Wealth Management
Buckingham Strategic Partners
Commonwealth Equity Services
Kathleen S. Wright Associates
Householder Group Estate & Retirement Specialist
Wagner Wealth Management
Advisor Group Holdings
Geneos Wealth Management

View all funds holding Lattice Strategies Tr glb sm cp stra