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Lattice Strategies Tr em strategies shares owned by Commonwealth Equity Services

Quarter-by-quarter ownership of Lattice Strategies Tr em strategies (ROAM) shares owned by Commonwealth Equity Services from 13F filings

Historical chart of Commonwealth Equity Services 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 Commonwealth Equity Services 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 Commonwealth Equity Services

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.1M 67k 31.01
2024-06-30 $1.0M 43k 24.15
2019-12-31 $202k 8.7k 23.18
2019-06-30 $262k 11k 23.46
2019-03-31 $260k 11k 23.38

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View all positions for Commonwealth Equity Services

Top funds holding Lattice Strategies Tr em strategies

LPL Financial
Stratos Wealth Partners
Kestra Advisory Services
Private Advisor
Sanctuary Advisors
Citadel Advisors
Commonwealth Equity Services
Fermata Advisors
Raymond James Financial
Empirical Asset Management
Cetera Investment Advisers
Mariner Wealth Advisors
Dynamic Advisors Solutions
Prospera Financial Services
Tempus Wealth Planning

View all funds holding Lattice Strategies Tr em strategies