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Lattice Strategies Tr us eqt strat shares owned by Truewealth

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

Historical chart of Truewealth 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 Truewealth 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 Truewealth

Quarter filed Position value Share count Share price at filing
2020-06-30 $74k 2.5k 29.84
2020-03-31 $65k 2.5k 26.21

More positions owned by Truewealth

Coca-Cola Company (KO)
Ishares Tr Core S&p500 Etf (IVV)
Home Depot (HD)
Apple (AAPL)
Lockheed Martin Corporation (LMT)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Rus 1000 Val Etf (IWD)
Vanguard Tax-managed Fds Ftse Dev Mkt Etf (VEA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Rus 1000 Etf (IWB)

View all positions for Truewealth

Top funds holding Lattice Strategies Tr us eqt strat

Hartford Funds Management
Ameriprise Financial
H D Vest Advisory Services
LPL Financial
Morgan Stanley
Bank of America Corporation
Fermata Advisors
Global Retirement Partners
Raymond James Financial Services Advisors
Envestnet Asset Management
Western Wealth Management
Mariner Wealth Advisors
UBS Group
Coldstream Capital Management
Cetera Investment Advisers

View all funds holding Lattice Strategies Tr us eqt strat