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 |
|---|---|---|---|---|---|
| LPL Financial | 296k | $6.8M | 29% | Dec 2024 |
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| Stratos Wealth Partners | 241k | $5.5M | 5% | Dec 2024 |
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| Sanctuary Advisors | 108k | $2.5M | 11% | Dec 2024 |
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| Old Mission Capital | 101k | $2.3M | 100% | Dec 2024 |
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| Citadel Advisors | 32k | $718k | 100% | Dec 2024 |
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| Fermata Advisors | 30k | $684k | 100% | Dec 2024 |
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| Financial Advocates Investment Management | 27k | $620k | -15% | Dec 2024 |
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| Dynamic Advisors Solutions | 23k | $513k | 8% | Dec 2024 |
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| Susquehanna International | 21k | $486k | -75% | Dec 2024 |
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| Raymond James Financial | 21k | $484k | 100% | Dec 2024 |
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| Jane Street | 21k | $483k | 100% | Dec 2024 |
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| Flow Traders US | 20k | $457k | -54% | Dec 2024 |
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| Visionary Wealth Advisors | 18k | $415k | 5% | Dec 2024 |
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| Envestnet Asset Management | 18k | $413k | 0% | Dec 2024 |
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| Raymond James Financial Services Advisors | 18k | $462k | 37% | Sep 2024 |
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| Wells Fargo & Company | 17k | $380k | 3% | Dec 2024 |
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| Prospera Financial Services | 14k | $320k | 17% | Dec 2024 |
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| Cambridge Investment Research Advisors | 11k | $261k | -1% | Dec 2024 |
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| Private Trust Co Na | 1.4k | $32k | 0% | Dec 2024 |
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| Advisor Group Holdings | 811.00 | $21k | 0% | Dec 2024 |
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| Synergy Financial Management | 379.00 | $9.7k | 100% | Dec 2024 |
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| Wagner Wealth Management | 123.00 | $2.8k | 720% | Dec 2024 |
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| Morgan Stanley | 1.00 | $23.000000 | 0% | Dec 2024 |
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Who sold out of Lattice Strategies Tr em strategies?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Scarborough Advisors | Sep 2024 | 65k | $1.7M |
| Mercer Global Advisors | Sep 2024 | 53k | $1.4M |
| Pensionmark Financial Group | Sep 2024 | 49k | $1.3M |
| Householder Group Estate & Retirement Specialist | Sep 2024 | 1.1k | $27k |
| McMahon Financial Advisors | Sep 2024 | 219.00 | $5.6k |