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Lattice Strategies Tr em strategies shares owned by Independent Advisor Alliance

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

Historical chart of Independent Advisor Alliance 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 Independent Advisor Alliance 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 Independent Advisor Alliance

Quarter filed Position value Share count Share price at filing
2026-03-31 $823k 27k 31.01

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View all positions for Independent Advisor Alliance

Top funds holding Lattice Strategies Tr em strategies

LPL Financial
Stratos Wealth Partners
Kestra Advisory Services
Private Advisor
Sanctuary Advisors
Commonwealth Equity Services
Flow Traders US
Fermata Advisors
Raymond James Financial
Citadel Advisors
Empirical Asset Management
Cetera Investment Advisers
Mariner Wealth Advisors
Independent Advisor Alliance
Dynamic Advisors Solutions

View all funds holding Lattice Strategies Tr em strategies