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Lattice Strategies Tr em strategies shares owned by IFG Advisory

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

Historical chart of IFG Advisory 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 IFG Advisory 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 IFG Advisory

Quarter filed Position value Share count Share price at filing
2026-06-30 $987k 28k 35.77

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Top funds holding Lattice Strategies Tr em strategies

LPL Financial
Stratos Wealth Partners
Kestra Advisory Services
Jane Street
Old Mission Capital
Sanctuary Advisors
Raymond James Financial
Commonwealth Equity Services
Private Advisor
Susquehanna International
Fermata Advisors
Mariner Wealth Advisors
Empirical Asset Management
Atomi Financial Group
IFG Advisory

View all funds holding Lattice Strategies Tr em strategies