Atria Wealth Solutions »

Lattice Strategies Tr us eqt strat shares owned by Atria Wealth Solutions

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

Historical chart of Atria Wealth Solutions investment in Lattice Strategies Tr us eqt strat

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Lattice Strategies Tr us eqt strat by Atria Wealth Solutions

Quarter filed Position value Share count Share price at filing
2024-09-30 $291k 5.6k 51.86
2024-06-30 $270k 5.6k 48.26
2024-03-31 $283k 5.9k 48.19
2023-12-31 $313k 7.1k 43.99
2023-09-30 $291k 7.2k 40.17
2023-06-30 $300k 7.2k 41.43
2023-03-31 $409k 10k 39.88
2022-12-31 $3.2M 83k 39.03
2022-09-30 $2.9M 82k 35.32
2022-06-30 $924k 25k 37.52
2022-03-31 $974k 23k 42.09