Lattice Strategies Tr em strategies shares owned by Financial Advocates Investment Management
Quarter-by-quarter ownership of Lattice Strategies Tr em strategies (ROAM) shares owned by Financial Advocates Investment Management
from 13F filings
Historical chart of Financial Advocates Investment 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 Financial Advocates Investment Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Lattice Strategies Tr em strategies by Financial Advocates Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $815k | 32k | 25.54 |
| 2024-06-30 | $765k | 32k | 24.16 |
| 2024-03-31 | $779k | 33k | 23.31 |
| 2023-12-31 | $208k | 9.3k | 22.36 |
| 2019-09-30 | $590k | 27k | 22.03 |
| 2019-06-30 | $697k | 30k | 23.52 |
| 2019-03-31 | $660k | 28k | 23.39 |
| 2018-12-31 | $7.7k | 90 | 85.43 |
| 2018-09-30 | $76k | 3.3k | 23.08 |
| 2018-03-31 | $291k | 11k | 26.12 |
| 2017-12-31 | $283k | 11k | 25.81 |
More positions owned by Financial Advocates Investment Management
View all positions for Financial Advocates Investment Management
Top funds holding Lattice Strategies Tr em strategies
View all funds holding Lattice Strategies Tr em strategies