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Lattice Strategies Tr us eqt strat shares owned by Independent Advisor Alliance

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

Historical chart of Independent Advisor Alliance 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 Independent Advisor Alliance 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 Independent Advisor Alliance

Quarter filed Position value Share count Share price at filing
2026-03-31 $443k 7.5k 59.04
2024-12-31 $263k 5.2k 50.89

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Top funds holding Lattice Strategies Tr us eqt strat

NorthRock Partners
Hartford Funds Management
LPL Financial
Morgan Stanley
Ameriprise Financial
Raymond James Financial
Bank of America Corporation
Royal Bank of Canada
Kingsview Wealth Management
Western Wealth Management
Fermata Advisors
Jones Financial Companies, L.L
Cetera Investment Advisers
Commonwealth Equity Services
Marshall Financial Group

View all funds holding Lattice Strategies Tr us eqt strat