Goss Wealth Management »

Lattice Strategies Tr us eqt strat shares owned by Goss Wealth Management

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

Historical chart of Goss Wealth Management 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 Goss Wealth Management 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 Goss Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $961k 20k 48.18

More positions owned by Goss Wealth Management

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
Vanguard Index Fds Value Etf (VTV)
Broadcom (AVGO)
Vanguard Index Fds Growth Etf (VUG)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
JPMorgan Chase & Co. (JPM)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Visa Com Cl A (V)

View all positions for Goss Wealth Management

Top funds holding Lattice Strategies Tr us eqt strat

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

View all funds holding Lattice Strategies Tr us eqt strat