Fermata Advisors »

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

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

Quarterly reported holdings in Lattice Strategies Tr us eqt strat by Fermata Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $8.5M 176k 48.18
2023-12-31 $8.3M 189k 43.99

More positions owned by Fermata Advisors

Ishares Tr Core S&p500 Etf (IVV)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Innovator Etfs Trust Us Eqt Ultra Bf (UJAN)
Ishares Tr Rus 1000 Grw Etf (IWF)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Apple (AAPL)
Pacer Fds Tr Globl Cash Etf (GCOW)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Cambria Etf Tr Shshld Yield Etf (SYLD)
Columbia Etf Tr I Resh Enhnc Cor (RECS)
Pimco Etf Tr Inter Mun Bd Act (MUNI)
Lattice Strategies Tr Hartford Us Eqty (ROUS)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)

View all positions for Fermata Advisors

Top funds holding Lattice Strategies Tr us eqt strat

Hartford Funds Management
H D Vest Advisory Services
Bank of America Corporation
Fermata Advisors
Global Retirement Partners
Raymond James Financial Services Advisors
UBS Group
Coldstream Capital Management
Western Wealth Management
Janney Montgomery Scott
Mariner Wealth Advisors
Wagner Wealth Management
Wells Fargo & Company
Commonwealth Equity Services
Mercer Global Advisors

View all funds holding Lattice Strategies Tr us eqt strat