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Lattice Strategies Tr us eqt strat shares owned by Steward Partners Investment Advisory

Quarter-by-quarter ownership of Lattice Strategies Tr us eqt strat (ROUS) shares owned by Steward Partners Investment Advisory from 13F filings

Historical chart of Steward Partners Investment Advisory 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 Steward Partners Investment Advisory 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 Steward Partners Investment Advisory

Quarter filed Position value Share count Share price at filing
2023-12-31 $176k 4.0k 43.99
2023-09-30 $161k 4.0k 40.16
2023-06-30 $207k 5.0k 41.43
2023-03-31 $199k 5.0k 39.88
2022-12-31 $195k 5.0k 39.03

More positions owned by Steward Partners Investment Advisory

Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
JPMorgan Chase & Co. (JPM)
Ishares Tr Core S&p Mcp Etf (IJH)
UnitedHealth (UNH)
Ishares Tr Rus 1000 Grw Etf (IWF)
Home Depot (HD)
Tesla Motors (TSLA)

View all positions for Steward Partners Investment Advisory

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