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
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Quarterly reported holdings in Lattice Strategies Tr em strategies by Financial Advocates Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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 |
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