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

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

Historical chart of Kingsview 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 Kingsview Wealth Management 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 Kingsview Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $475k 9.2k 51.86
2024-06-30 $423k 8.8k 48.10
2024-03-31 $264k 5.5k 48.18

More positions owned by Kingsview Wealth Management

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Northern Lts Fd Tr Iv Monarch Blue Ch (MBCC)
NVIDIA Corporation (NVDA)
Ishares Tr Core Us Aggbd Et (AGG)
Microsoft Corporation (MSFT)
Northern Lts Fd Tr Iv Monarch Ambassad (MAMB)
Amazon (AMZN)
Northern Lts Fd Tr Iv Monarch Sel Subs (MSSS)
Oracle Corporation (ORCL)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Northern Lts Fd Tr Iv Monarch Vol Fact (MVFG)
Innovator Etfs Trust Defined Wlt Shld (BALT)

View all positions for Kingsview Wealth Management

Top funds holding Lattice Strategies Tr us eqt strat

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

View all funds holding Lattice Strategies Tr us eqt strat