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Lattice Strategies Tr em strategies shares owned by Hanson McClain Advisors

Quarter-by-quarter ownership of Lattice Strategies Tr em strategies (ROAM) shares owned by Hanson McClain Advisors from 13F filings

Historical chart of Hanson McClain Advisors 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 Hanson McClain Advisors 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 Hanson McClain Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $146k 4.1k 35.77
2023-06-30 $14k 675 21.03
2023-03-31 $14k 664 20.45

More positions owned by Hanson McClain Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Spdr Series Trust ST STR P500GRW (SPYG)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)
Spdr Series Trust St Str P500val (SPYV)
Apple Call Call Option (Principal) (AAPL)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Ishares Tr Us Treas Bd Etf (GOVT)
Vanguard Index Fds Mid Cap Etf (VO)
Spdr Index Shs Fds St Port Mark Etf (SPEM)
Nvidia Corporation Call Call Option (Principal) (NVDA)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Mbs Etf (MBB)
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)

View all positions for Hanson McClain Advisors

Top funds holding Lattice Strategies Tr em strategies

LPL Financial
Stratos Wealth Partners
Kestra Advisory Services
Private Advisor
Sanctuary Advisors
Susquehanna International
Commonwealth Equity Services
Advisor Group Holdings
Flow Traders US
Fermata Advisors
Mariner Wealth Advisors
Citadel Advisors
Empirical Asset Management
Atomi Financial Group
Cetera Investment Advisers

View all funds holding Lattice Strategies Tr em strategies