CWM »

Lattice Strategies Tr us eqt strat shares owned by CWM

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

Historical chart of CWM 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 CWM 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 CWM

Quarter filed Position value Share count Share price at filing
2024-09-30 $16k 315 50.79
2024-06-30 $15k 315 47.62
2024-03-31 $15k 315 47.62
2023-12-31 $14k 315 44.44
2023-09-30 $13k 315 41.27
2023-06-30 $13k 315 41.27
2023-03-31 $13k 315 41.27
2022-12-31 $12k 315 38.10
2022-09-30 $11k 315 34.92
2022-06-30 $12k 315 38.10

More positions owned by CWM

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Apple (AAPL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Microsoft Corporation (MSFT)
Ishares Tr Eafe Value Etf (EFV)
Pimco Etf Tr Active Bd Etf (BOND)
Spdr Ser Tr Portfolio S&p400 (SPMD)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for CWM

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