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Lattice Strategies Tr us eqt strat shares owned by Assetmark

Quarter-by-quarter ownership of Lattice Strategies Tr us eqt strat (ROUS) shares owned by Assetmark from 13F filings

Historical chart of Assetmark investment in Lattice Strategies Tr us eqt strat

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All positions including Lattice Strategies Tr us eqt strat held by Assetmark consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Lattice Strategies Tr us eqt strat by Assetmark

Quarter filed Position value Share count Share price at filing
2025-09-30 $58k 1.0k 57.47
2025-06-30 $54k 1.0k 53.67
2022-09-30 $29k 833 34.81

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Top funds holding Lattice Strategies Tr us eqt strat

Hartford Funds Management
LPL Financial
Ameriprise Financial
Morgan Stanley
Raymond James Financial
Mariner Wealth Advisors
Western Wealth Management
Fermata Advisors
Cetera Investment Advisers
Royal Bank of Canada
Jones Financial Companies, L.L
H D Vest Advisory Services
Wells Fargo & Company
Stratos Wealth Partners
Marshall Financial Group

View all funds holding Lattice Strategies Tr us eqt strat