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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
2024-03-31 $291k 13k 23.31
2023-12-31 $234k 11k 21.92

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Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
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Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Total Stk Mkt (VTI)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
John Hancock Exchange Traded Multifactor Mi (JHMM)
Amazon (AMZN)
Ishares Tr Core Msci Eafe (IEFA)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Dimensional Etf Trust Us Equity Etf (DFUS)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)

View all positions for Dynamic Advisors Solutions

Top funds holding Lattice Strategies Tr em strategies

Wells Fargo & Company
Jane Street
Scarborough Advisors
Resource Planning Group
Mercer Global Advisors
Gts Securities
Citadel Advisors
Flow Traders US
Coldstream Capital Management
Raymond James Financial Services Advisors
Royal Bank of Canada
Dynamic Advisors Solutions
Cambridge Investment Research Advisors
Financial Advocates Investment Management
Advisor Group Holdings

View all funds holding Lattice Strategies Tr em strategies