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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

Tip: Access up to 7 years of quarterly data

All positions including Lattice Strategies Tr em strategies held by Envestnet Asset Management 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 Envestnet Asset Management

Quarter filed Position value Share count Share price at filing
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

More positions owned by Envestnet Asset Management

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Total Usd (IUSB)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Microsoft Corporation (MSFT)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Eafe Value Etf (EFV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Mbs Etf (MBB)

View all positions for Envestnet Asset Management

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