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Lattice Strategies Tr us eqt strat shares owned by Brass Tax Wealth Management

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

Historical chart of Brass Tax Wealth Management 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 Brass Tax Wealth Management 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 Brass Tax Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.9M 55k 51.86
2024-06-30 $2.7M 57k 48.10
2024-03-31 $2.9M 60k 48.18

More positions owned by Brass Tax Wealth Management

Vanguard Index Fds Sp 500 Etf Shs (VOO)
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Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Sp 500 Val Etf (IVE)
Ishares Tr Core Div Grwth (DGRO)
Apple (AAPL)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)
Procter & Gamble Company (PG)
First Tr Nasdaq 100 Tech Ind SHS (QTEC)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core Sp500 Etf (IVV)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DNOV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
First Tr Exchange Traded Dj Internt Idx (FDN)
First Tr Exchange Traded Tech Alphadex (FXL)

View all positions for Brass Tax Wealth Management

Top funds holding Lattice Strategies Tr us eqt strat

Hartford Funds Management
LPL Financial
Morgan Stanley
Global Retirement Partners
Bank of America Corporation
Raymond James Financial Services Advisors
Mariner Wealth Advisors
H D Vest Advisory Services
Western Wealth Management
Envestnet Asset Management
Fermata Advisors
International Assets Investment Management
Coldstream Capital Management
Brass Tax Wealth Management
Cetera Investment Advisers

View all funds holding Lattice Strategies Tr us eqt strat