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Lattice Strategies Tr em strategies shares owned by Kestra Advisory Services

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

Historical chart of Kestra Advisory Services 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 Kestra Advisory Services 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 Kestra Advisory Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $7.9M 272k 29.13

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View all positions for Kestra Advisory Services

Top funds holding Lattice Strategies Tr em strategies

LPL Financial
Stratos Wealth Partners
Kestra Advisory Services
Sanctuary Advisors
Raymond James Financial
Fermata Advisors
Empirical Asset Management
Citadel Advisors
Cetera Investment Advisers
Mariner Wealth Advisors
Dynamic Advisors Solutions
Prospera Financial Services
Cambridge Investment Research Advisors
J.w. Cole Advisors
Wells Fargo & Company

View all funds holding Lattice Strategies Tr em strategies