Kathleen S. Wright Associates »

Lattice Strategies Tr us eqt strat shares owned by Kathleen S. Wright Associates

Quarter-by-quarter ownership of Lattice Strategies Tr us eqt strat (ROUS) shares owned by Kathleen S. Wright Associates from 13F filings

Historical chart of Kathleen S. Wright Associates 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 Kathleen S. Wright Associates 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 Kathleen S. Wright Associates

Quarter filed Position value Share count Share price at filing
2024-03-31 $305k 6.3k 48.18
2023-12-31 $270k 6.1k 43.99
2023-09-30 $248k 6.2k 40.15
2023-06-30 $253k 6.1k 41.43
2023-03-31 $246k 6.2k 39.88
2022-12-31 $241k 6.2k 38.97
2022-09-30 $149k 4.2k 35.24
2022-06-30 $160k 4.3k 37.41
2022-03-31 $180k 4.3k 42.09
2021-12-31 $171k 3.9k 44.06