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Lattice Strategies Tr em strategies shares owned by Dynamic Advisors Solutions

Quarter-by-quarter ownership of Lattice Strategies Tr em strategies (ROAM) shares owned by Dynamic Advisors Solutions from 13F filings

Historical chart of Dynamic Advisors Solutions 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 Dynamic Advisors Solutions 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 Dynamic Advisors Solutions

Quarter filed Position value Share count Share price at filing
2024-09-30 $534k 21k 25.54
2024-06-30 $392k 16k 24.16
2024-03-31 $291k 13k 23.31
2023-12-31 $234k 11k 21.92

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Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
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Spdr Ser Tr Portfolio S&p500 (SPLG)
NVIDIA Corporation (NVDA)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Dimensional Etf Trust Us Equity Market (DFUS)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Amazon (AMZN)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Dynamic Advisors Solutions

Top funds holding Lattice Strategies Tr em strategies

Stratos Wealth Partners
LPL Financial
Sanctuary Advisors
Susquehanna International
Scarborough Advisors
Old Mission Capital
Mercer Global Advisors
Pensionmark Financial Group
Flow Traders US
Financial Advocates Investment Management
Dynamic Advisors Solutions
Raymond James Financial Services Advisors
Envestnet Asset Management
Visionary Wealth Advisors
Wells Fargo & Company

View all funds holding Lattice Strategies Tr em strategies