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Lattice Strategies Tr us eqt strat shares owned by Newport Wealth Strategies

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

Historical chart of Newport Wealth Strategies 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 Newport Wealth Strategies 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 Newport Wealth Strategies

Quarter filed Position value Share count Share price at filing
2021-09-30 $435k 11k 39.84
2021-06-30 $446k 11k 40.11
2021-03-31 $264k 7.0k 37.71

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Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Spdr Gold Tr Gold Shs (GLD)
Microsoft Corporation (MSFT)
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Flexshares Tr Ready Acc Vari (RAVI)
Wisdomtree Tr Enhanced Cmdty (GCC)
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View all positions for Newport Wealth Strategies

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
Cetera Investment Advisers
Wells Fargo & Company

View all funds holding Lattice Strategies Tr us eqt strat