Lattice Strategies Tr em strategies shares owned by Envestnet Asset Management
Quarter-by-quarter ownership of Lattice Strategies Tr em strategies (ROAM) shares owned by Envestnet Asset Management
from 13F filings
Historical chart of Envestnet Asset Management investment in Lattice Strategies Tr em strategies
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Quarterly reported holdings in Lattice Strategies Tr em strategies by Envestnet Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $461k | 18k | 25.54 |
| 2024-06-30 | $1.3M | 53k | 24.16 |
| 2024-03-31 | $1.3M | 54k | 23.31 |
| 2023-09-30 | $1.2M | 55k | 21.05 |
| 2016-09-30 | $35k | 1.6k | 22.35 |
| 2016-06-30 | $31k | 1.5k | 20.95 |
| 2016-03-31 | $72k | 3.4k | 21.02 |
| 2015-12-31 | $111k | 5.8k | 19.09 |
| 2015-09-30 | $52k | 2.6k | 19.65 |
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