Lattice Strategies Tr em strategies shares owned by Coldstream Capital Management
Quarter-by-quarter ownership of Lattice Strategies Tr em strategies (ROAM) shares owned by Coldstream Capital Management
from 13F filings
Historical chart of Coldstream Capital Management investment in Lattice Strategies Tr em strategies
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Quarterly reported holdings in Lattice Strategies Tr em strategies by Coldstream Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $310k | 14k | 22.36 |
| 2023-09-30 | $292k | 14k | 21.05 |
| 2023-06-30 | $291k | 14k | 21.03 |
| 2023-03-31 | $283k | 14k | 20.44 |
| 2022-12-31 | $270k | 14k | 19.48 |
| 2022-06-30 | $16M | 804k | 20.05 |
| 2022-03-31 | $20M | 868k | 23.24 |
| 2021-12-31 | $22M | 899k | 24.06 |
| 2021-09-30 | $23M | 922k | 24.47 |
| 2021-06-30 | $24M | 937k | 25.46 |
More positions owned by Coldstream Capital Management
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