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Lattice Strategies Tr dev mk x us st shares owned by MB Generational Wealth

Quarter-by-quarter ownership of Lattice Strategies Tr dev mk x us st (RODM) shares owned by MB Generational Wealth from 13F filings

Historical chart of MB Generational Wealth investment in Lattice Strategies Tr dev mk x us st

Tip: Access up to 7 years of quarterly data

All positions including Lattice Strategies Tr dev mk x us st held by MB Generational Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Lattice Strategies Tr dev mk x us st by MB Generational Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $37k 12k 3.13

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Dimensional Etf Trust Intl Small Cap V (DISV)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Dimensional Etf Trust Intl High Profit (DIHP)
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Dimensional Etf Trust Us Sustainabilty (DFSU)
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Vanguard Index Fds Sm Cp Val Etf (VBR)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Mrning Sm Cp Etf (ISCV)
Dimensional Etf Trust International (DFSI)

View all positions for MB Generational Wealth

Top funds holding Lattice Strategies Tr dev mk x us st

HPM Partners
Morgan Stanley
Hartford Funds Management
Bank of America Corporation
Foster & Motley
UBS Group
Raymond James Financial Services Advisors
Trilogy Capital
Raymond James & Associates
Baystate Wealth Management
Mariner Wealth Advisors
LPL Financial
WCG Wealth Advisors
Arden Trust
Steward Partners Investment Advisory

View all funds holding Lattice Strategies Tr dev mk x us st