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Lattice Strategies Tr us eqt strat shares owned by Mariner Wealth Advisors

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

Historical chart of Mariner Wealth Advisors 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 Mariner Wealth Advisors 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 Mariner Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.6M 36k 43.99
2023-09-30 $1.4M 34k 40.16
2023-06-30 $1.4M 34k 41.42
2023-03-31 $1.3M 33k 39.87
2022-12-31 $1.1M 29k 39.02

More positions owned by Mariner Wealth Advisors

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Ishares Tr Core Msci Eafe (IEFA)
Tesla Motors (TSLA)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Us Aggbd Et (AGG)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)

View all positions for Mariner Wealth Advisors

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