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Lattice Strategies Tr em strategies shares owned by Atomi Financial Group

Quarter-by-quarter ownership of Lattice Strategies Tr em strategies (ROAM) shares owned by Atomi Financial Group from 13F filings

Historical chart of Atomi Financial Group investment in Lattice Strategies Tr em strategies

Tip: Access up to 7 years of quarterly data

All positions including Lattice Strategies Tr em strategies held by Atomi Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Lattice Strategies Tr em strategies by Atomi Financial Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.0M 29k 35.77

More positions owned by Atomi Financial Group

Apple Put Option (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Alphabet Cap Stk Cl C Put Option (GOOG)
Ishares Tr Intl Eqty Factor (INTF)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
NVIDIA Corporation (NVDA)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Broadcom (AVGO)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr U S Equity Factr (LRGF)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Robinhood Mkts Com Cl A (HOOD)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)

View all positions for Atomi Financial Group

Top funds holding Lattice Strategies Tr em strategies

LPL Financial
Stratos Wealth Partners
Kestra Advisory Services
Private Advisor
Sanctuary Advisors
Susquehanna International
Commonwealth Equity Services
Advisor Group Holdings
Flow Traders US
Fermata Advisors
Citadel Advisors
Empirical Asset Management
Atomi Financial Group
Cetera Investment Advisers
Mariner Wealth Advisors

View all funds holding Lattice Strategies Tr em strategies