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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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 |
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Wells Fargo & Company | 98k | $2.2M | -8% | Dec 2023 |
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Jane Street | 78k | $1.8M | -15% | Dec 2023 |
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Wagner Wealth Management | 74k | $1.7M | -5% | Dec 2023 |
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Scarborough Advisors | 60k | $1.3M | 4% | Dec 2023 |
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Envestnet Asset Management | 55k | $1.2M | 100% | Sep 2023 |
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Mercer Global Advisors | 53k | $1.2M | 0% | Dec 2023 |
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Resource Planning Group | 53k | $1.2M | 0% | Dec 2023 |
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Gts Securities | 50k | $1.1M | 90% | Dec 2023 |
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Old Mission Capital | 48k | $1.0M | -48% | Sep 2023 |
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Susquehanna International | 42k | $890k | 140% | Sep 2023 |
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Citadel Advisors | 15k | $336k | -3% | Dec 2023 |
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Flow Traders US | 15k | $333k | -75% | Dec 2023 |
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LPL Financial | 14k | $297k | 100% | Sep 2023 |
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Coldstream Capital Management | 14k | $310k | 0% | Dec 2023 |
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Royal Bank of Canada | 13k | $291k | -6% | Dec 2023 |
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Raymond James Financial Services Advisors | 12k | $271k | -11% | Dec 2023 |
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Cambridge Investment Research Advisors | 11k | $251k | -1% | Dec 2023 |
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Dynamic Advisors Solutions | 11k | $234k | 100% | Dec 2023 |
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Financial Advocates Investment Management | 9.3k | $208k | 100% | Dec 2023 |
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Advisor Group Holdings | 1.6k | $36k | -14% | Dec 2023 |
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UBS Group | 1.5k | $34k | 100% | Dec 2023 |
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Householder Group Estate & Retirement Specialist | 1.1k | $24k | 0% | Dec 2023 |
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Brian McDonald | 224.00 | $4.7k | 100% | Sep 2023 |
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Who sold out of Lattice Strategies Tr em strategies?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Wellington Management Company | Sep 2023 | 62k | $1.3M |