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Lattice Strategies Tr em strategies shares owned by Newport Wealth Strategies

Quarter-by-quarter ownership of Lattice Strategies Tr em strategies (ROAM) shares owned by Newport Wealth Strategies from 13F filings

Historical chart of Newport Wealth Strategies investment in Lattice Strategies Tr em strategies

Tip: Access up to 7 years of quarterly data

All positions including Lattice Strategies Tr em strategies held by Newport Wealth Strategies consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Lattice Strategies Tr em strategies by Newport Wealth Strategies

Quarter filed Position value Share count Share price at filing
2021-09-30 $838k 34k 24.47
2021-06-30 $465k 18k 25.48

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View all positions for Newport Wealth Strategies

Top funds holding Lattice Strategies Tr em strategies

Wells Fargo & Company
Flow Traders US
Susquehanna International
Envestnet Asset Management
Resource Planning Group
Mercer Global Advisors
LPL Financial
Financial Advocates Investment Management
Pensionmark Financial Group
Jane Street
Coldstream Capital Management
Raymond James Financial Services Advisors
Royal Bank of Canada
Dynamic Advisors Solutions
Cambridge Investment Research Advisors

View all funds holding Lattice Strategies Tr em strategies