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Lattice Strategies Tr us eqt strat shares owned by Warren Averett Asset Management

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

Historical chart of Warren Averett Asset 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 Warren Averett Asset 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 Warren Averett Asset Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.1M 54k 57.71

More positions owned by Warren Averett Asset Management

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
Apple (AAPL)
Vanguard Specialized Funds Div App Etf (VIG)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)
Spdr Series Trust State Street Spd (SPIB)
Ishares Tr 0-3 Mnth Treasry (SGOV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr Rus 1000 Etf (IWB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Alphabet Cap Stk Cl A (GOOGL)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Amazon (AMZN)

View all positions for Warren Averett Asset Management

Top funds holding Lattice Strategies Tr us eqt strat

NorthRock Partners
Hartford Funds Management
LPL Financial
Ameriprise Financial
Raymond James Financial
Mariner Wealth Advisors
Western Wealth Management
Fermata Advisors
Cetera Investment Advisers
Royal Bank of Canada
Jones Financial Companies, L.L
Marshall Financial Group
Rockefeller Capital Management
Vista Cima Wealth Management
Wells Fargo & Company

View all funds holding Lattice Strategies Tr us eqt strat