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Lattice Strategies Tr us eqt strat shares owned by Global Retirement Partners

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

Historical chart of Global Retirement Partners 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 Global Retirement Partners 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 Global Retirement Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $11M 202k 51.86
2024-06-30 $4.9M 103k 48.10
2024-03-31 $5.3M 110k 48.18
2023-12-31 $27k 612 44.01

More positions owned by Global Retirement Partners

Spdr Ser Tr Portfolio S&p500 (SPLG)
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Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Short Treas Bd (SHV)
Ishares Tr Core S&p Scp Etf (IJR)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Spdr Ser Tr Portfolio S&p400 (SPMD)

View all positions for Global Retirement Partners

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