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Lattice Strategies Tr us eqt strat shares owned by Jones Financial Companies, L.L

Quarter-by-quarter ownership of Lattice Strategies Tr us eqt strat (ROUS) shares owned by Jones Financial Companies, L.L from 13F filings

Historical chart of Jones Financial Companies, L.L investment in Lattice Strategies Tr us eqt strat

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All positions including Lattice Strategies Tr us eqt strat held by Jones Financial Companies, L.L 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 Jones Financial Companies, L.L

Quarter filed Position value Share count Share price at filing
2024-12-31 $758k 15k 50.89
2024-09-30 $340k 6.6k 51.67

More positions owned by Jones Financial Companies, L.L

Ishares Core Us Aggregate Bond Etf (AGG)
Vanguard Index Tr Etf (VUG)
Vanguard Index Tr Etf (VTV)
Ishares Core S&p 500 Etf Etf (IVV)
Ishares Trust Core Msci Eafe Etf (IEFA)
Ishares Russell Midcap Etf (IWR)
Vanguard S&p 500 Etf Etf (VOO)
Vanguard Mid Cap Etf Etf (VO)
Vanguard Index Trust Etf (VV)
Ishares Russell 1000 Etf (IWB)
Vanguard Ftse Developed Etf (VEA)
Ishares Core Total Usd Bond Etf (IUSB)
Ishares Russell 2000 Etf (IWM)
Vanguard Index Trust Etf (VB)
Ishares Russell Midcap Value Etf (IWS)

View all positions for Jones Financial Companies, L.L

Top funds holding Lattice Strategies Tr us eqt strat

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Private Advisor
H D Vest Advisory Services
Envestnet Asset Management
Stratos Wealth Partners

View all funds holding Lattice Strategies Tr us eqt strat