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Householder Group Estate & Retirement Specialist »

Lattice Strategies Tr em strategies shares owned by Householder Group Estate & Retirement Specialist

Quarter-by-quarter ownership of Lattice Strategies Tr em strategies (ROAM) shares owned by Householder Group Estate & Retirement Specialist from 13F filings

Historical chart of Householder Group Estate & Retirement Specialist investment in Lattice Strategies Tr em strategies

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All positions including Lattice Strategies Tr em strategies held by Householder Group Estate & Retirement Specialist 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 Householder Group Estate & Retirement Specialist

Quarter filed	Position value	Share count	Share price at filing
2023-12-31	$24k	1.1k	22.22
2023-09-30	$23k	1.1k	21.05
2023-03-31	$22k	1.1k	20.37

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View all positions for Householder Group Estate & Retirement Specialist

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

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