Who owns Lattice Strategies Tr em strategies?
- Ticker: ROAM
- CUSIP Number: 518416201
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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 | 229k | $5.9M | 764% | Sep 2024 |
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| LPL Financial | 229k | $5.9M | 23% | Sep 2024 |
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| Susquehanna International | 87k | $2.2M | 272% | Sep 2024 |
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| Scarborough Advisors | 65k | $1.7M | 100% | Sep 2024 |
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| Old Mission Capital | 54k | $1.3M | -27% | Jun 2024 |
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| Mercer Global Advisors | 53k | $1.3M | 0% | Jun 2024 |
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| Pensionmark Financial Group | 49k | $1.2M | 55% | Jun 2024 |
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| Flow Traders US | 44k | $1.1M | -46% | Sep 2024 |
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| Sanctuary Advisors | 37k | $847k | 100% | Jun 2024 |
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| Financial Advocates Investment Management | 32k | $815k | 1% | Sep 2024 |
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| Dynamic Advisors Solutions | 21k | $534k | 29% | Sep 2024 |
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| Raymond James Financial Services Advisors | 18k | $462k | 37% | Sep 2024 |
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| Envestnet Asset Management | 18k | $461k | -66% | Sep 2024 |
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| Visionary Wealth Advisors | 17k | $441k | 12% | Sep 2024 |
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| Wells Fargo & Company | 16k | $415k | -83% | Sep 2024 |
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| Prospera Financial Services | 12k | $306k | 22% | Sep 2024 |
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| Cambridge Investment Research Advisors | 12k | $294k | 4% | Sep 2024 |
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| Private Trust Co Na | 1.4k | $35k | 100% | Jun 2024 |
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| Householder Group Estate & Retirement Specialist | 1.1k | $27k | 0% | Sep 2024 |
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| Advisor Group Holdings | 811.00 | $21k | -50% | Sep 2024 |
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| McMahon Financial Advisors | 219.00 | $5.6k | -92% | Sep 2024 |
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| Morgan Stanley | 55.00 | $1.4k | 100% | Jun 2024 |
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| Wagner Wealth Management | 15.00 | $385.000500 | 0% | Sep 2024 |
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Who sold out of Lattice Strategies Tr em strategies?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Commonwealth Equity Services | Jun 2024 | 43k | $1.0M |
| Citadel Advisors | Jun 2024 | 17k | $399k |
| Coldstream Capital Management | Mar 2024 | 14k | $323k |
| Royal Bank of Canada | Jun 2024 | 13k | $314k |
| Brian McDonald | Jun 2024 | 122.00 | $2.9k |