Lattice Strategies Tr em strategies shares owned by Advisor Group Holdings
Quarter-by-quarter ownership of Lattice Strategies Tr em strategies (ROAM) shares owned by Advisor Group Holdings
from 13F filings
Historical chart of Advisor Group Holdings investment in Lattice Strategies Tr em strategies
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Quarterly reported holdings in Lattice Strategies Tr em strategies by Advisor Group Holdings
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $36k | 1.6k | 22.37 |
| 2023-09-30 | $39k | 1.8k | 21.07 |
| 2023-06-30 | $40k | 1.9k | 21.05 |
| 2023-03-31 | $38k | 1.9k | 20.47 |
| 2022-12-31 | $36k | 1.9k | 19.48 |
| 2022-09-30 | $32k | 1.8k | 17.47 |
| 2022-06-30 | $38k | 1.8k | 20.49 |
| 2022-03-31 | $43k | 1.8k | 23.22 |
| 2021-12-31 | $43k | 1.8k | 24.33 |
| 2021-09-30 | $70k | 2.8k | 24.58 |
| 2021-06-30 | $71k | 2.8k | 25.23 |
| 2021-03-31 | $42k | 1.8k | 23.94 |
| 2020-12-31 | $40k | 1.8k | 22.61 |
| 2020-09-30 | $35k | 1.7k | 20.30 |
| 2020-06-30 | $33k | 1.7k | 19.20 |
| 2020-03-31 | $73k | 4.3k | 16.85 |
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