J.w. Cole Advisors »

Lattice Strategies Tr em strategies shares owned by J.w. Cole Advisors

Quarter-by-quarter ownership of Lattice Strategies Tr em strategies (ROAM) shares owned by J.w. Cole Advisors from 13F filings

Historical chart of J.w. Cole 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 J.w. Cole Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Lattice Strategies Tr em strategies by J.w. Cole Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $266k 9.6k 27.86
2025-06-30 $212k 8.0k 26.32

More positions owned by J.w. Cole Advisors

Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Amazon (AMZN)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core Div Grwth (DGRO)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Exxon Mobil Corporation (XOM)
Vanguard Index Fds Value Etf (VTV)

View all positions for J.w. Cole Advisors

Top funds holding Lattice Strategies Tr em strategies

LPL Financial
Stratos Wealth Partners
Fermata Advisors
Citadel Advisors
Raymond James Financial
Mariner Wealth Advisors
Empirical Asset Management
Dynamic Advisors Solutions
Susquehanna International
Prospera Financial Services
Wells Fargo & Company
J.w. Cole Advisors
Cambridge Investment Research Advisors
Private Trust Co Na
Advisor Group Holdings

View all funds holding Lattice Strategies Tr em strategies