Who owns Lattice Strategies Tr em strategies?
- Ticker: ROAM
- CUSIP Number: 518416201
Tip: Access positions for across all investors
Analyze quarterly positions in Lattice Strategies Tr em strategies with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Lattice Strategies Tr em strategies stock
Who bought or sold Lattice Strategies Tr em strategies this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Stratos Wealth Partners | 490k | $14M | 24% | Dec 2025 |
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| LPL Financial | 460k | $13M | 47% | Sep 2025 |
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| Sanctuary Advisors | 116k | $3.4M | 2% | Dec 2025 |
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| Fermata Advisors | 38k | $1.1M | 8% | Dec 2025 |
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| Citadel Advisors | 29k | $797k | 100% | Sep 2025 |
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| Raymond James Financial | 25k | $698k | 43% | Sep 2025 |
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| Mariner Wealth Advisors | 25k | $696k | 0% | Sep 2025 |
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| Empirical Asset Management | 22k | $610k | 100% | Sep 2025 |
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| Dynamic Advisors Solutions | 21k | $609k | -2% | Dec 2025 |
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| Susquehanna International | 16k | $454k | -50% | Sep 2025 |
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| Prospera Financial Services | 14k | $400k | -2% | Sep 2025 |
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| Wells Fargo & Company | 14k | $381k | -1% | Sep 2025 |
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| J.w. Cole Advisors | 9.6k | $266k | 19% | Sep 2025 |
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| Cambridge Investment Research Advisors | 9.4k | $263k | -33% | Sep 2025 |
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| Private Trust Co Na | 4.5k | $131k | 215% | Dec 2025 |
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| Advisor Group Holdings | 869.00 | $24k | -22% | Sep 2025 |
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| Wagner Wealth Management | 358.00 | $10k | 191% | Dec 2025 |
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Who sold out of Lattice Strategies Tr em strategies?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Financial Advocates Investment Management | Jun 2025 | 25k | $665k |
| Envestnet Asset Management | Jun 2025 | 18k | $465k |
| Twin Peaks Wealth Advisors | Jun 2025 | 1.9k | $53k |