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Lattice Strategies Tr us eqt strat shares owned by Fermata Advisors

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

Historical chart of Fermata Advisors 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 Fermata Advisors 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 Fermata Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.3M 83k 51.86
2024-06-30 $3.3M 69k 48.10
2024-03-31 $8.5M 176k 48.18
2023-12-31 $8.3M 189k 43.99

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Pimco Etf Tr 15+ Yr Us Tips (LTPZ)
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View all positions for Fermata Advisors

Top funds holding Lattice Strategies Tr us eqt strat

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

View all funds holding Lattice Strategies Tr us eqt strat