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
Download as csv
Download as Excel
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 | 673k | $21M | 13% | Mar 2026 |
|
| Stratos Wealth Partners | 559k | $17M | 14% | Mar 2026 |
|
| Kestra Advisory Services | 284k | $8.8M | 4% | Mar 2026 |
|
| Private Advisor | 235k | $7.3M | 100% | Mar 2026 |
|
| Sanctuary Advisors | 109k | $3.4M | -5% | Mar 2026 |
|
| Citadel Advisors | 74k | $2.2M | 159% | Dec 2025 |
|
| Commonwealth Equity Services | 67k | $2.1M | 100% | Mar 2026 |
|
| Fermata Advisors | 46k | $1.4M | 20% | Mar 2026 |
|
| Raymond James Financial | 38k | $1.1M | 53% | Dec 2025 |
|
| Empirical Asset Management | 34k | $983k | 54% | Dec 2025 |
|
| Cetera Investment Advisers | 26k | $749k | 100% | Dec 2025 |
|
| Mariner Wealth Advisors | 25k | $739k | 2% | Dec 2025 |
|
| Dynamic Advisors Solutions | 20k | $608k | -6% | Mar 2026 |
|
| Prospera Financial Services | 18k | $560k | 25% | Mar 2026 |
|
| Tempus Wealth Planning | 17k | $512k | 100% | Mar 2026 |
|
| Cambridge Investment Research Advisors | 11k | $328k | 8% | Mar 2026 |
|
| Envestnet Asset Management | 8.8k | $274k | 100% | Mar 2026 |
|
| Wells Fargo & Company | 4.6k | $133k | -67% | Dec 2025 |
|
| Private Trust Co Na | 2.8k | $88k | -37% | Mar 2026 |
|
| Advisor Group Holdings | 2.0k | $59k | 134% | Dec 2025 |
|
| Twin Peaks Wealth Advisors | 1.6k | $51k | 100% | Mar 2026 |
|
| Torren Management | 1.4k | $43k | 100% | Mar 2026 |
|
| Wagner Wealth Management | 358.00 | $11k | 0% | Mar 2026 |
|
| Vanguard Advisers | 260.00 | $8.1k | 100% | Mar 2026 |
|
| Jones Financial Companies, L.L | 178.00 | $5.2k | 100% | Dec 2025 |
|
Who sold out of Lattice Strategies Tr em strategies?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Susquehanna International | Sep 2025 | 16k | $454k |
| J.w. Cole Advisors | Dec 2025 | 9.1k | $266k |