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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
2024-03-31 $5.3M 110k 48.18
2023-12-31 $27k 612 44.01

More positions owned by Global Retirement Partners

Arthur J. Gallagher & Co. (AJG)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Short Treas Bd (SHV)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Us Treas Bd Etf (GOVT)
NVIDIA Corporation (NVDA)

View all positions for Global Retirement Partners

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
Commonwealth Equity Services
Wagner Wealth Management
Wells Fargo & Company
Mercer Global Advisors

View all funds holding Lattice Strategies Tr us eqt strat