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 | 598k | $17M | 30% | Dec 2025 |
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| Stratos Wealth Partners | 490k | $14M | 24% | Dec 2025 |
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| Kestra Advisory Services | 272k | $7.9M | 100% | Dec 2025 |
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| Sanctuary Advisors | 116k | $3.4M | 2% | Dec 2025 |
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| Raymond James Financial | 38k | $1.1M | 53% | Dec 2025 |
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| Fermata Advisors | 38k | $1.1M | 8% | Dec 2025 |
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| Empirical Asset Management | 34k | $983k | 54% | Dec 2025 |
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| Citadel Advisors | 29k | $797k | 100% | Sep 2025 |
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| Cetera Investment Advisers | 26k | $749k | 100% | Dec 2025 |
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| Mariner Wealth Advisors | 25k | $739k | 2% | Dec 2025 |
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| Dynamic Advisors Solutions | 21k | $609k | -2% | Dec 2025 |
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| Prospera Financial Services | 14k | $421k | 1% | Dec 2025 |
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| Cambridge Investment Research Advisors | 9.8k | $286k | 4% | Dec 2025 |
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| J.w. Cole Advisors | 9.1k | $266k | -4% | Dec 2025 |
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| Wells Fargo & Company | 4.6k | $133k | -67% | Dec 2025 |
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| Private Trust Co Na | 4.5k | $131k | 215% | Dec 2025 |
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| Advisor Group Holdings | 2.0k | $59k | 134% | Dec 2025 |
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| Wagner Wealth Management | 358.00 | $10k | 191% | Dec 2025 |
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| Jones Financial Companies, L.L | 178.00 | $5.2k | 100% | Dec 2025 |
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| Northwestern Mutual Wealth Management Company | 49.00 | $1.4k | 100% | 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 |
| Susquehanna International | Sep 2025 | 16k | $454k |