Lattice Strategies Tr em strategies shares owned by LPL Financial
Quarter-by-quarter ownership of Lattice Strategies Tr em strategies (ROAM) shares owned by LPL Financial
from 13F filings
Historical chart of LPL Financial investment in Lattice Strategies Tr em strategies
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Quarterly reported holdings in Lattice Strategies Tr em strategies by LPL Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $5.9M | 229k | 25.54 |
| 2024-06-30 | $4.5M | 187k | 24.16 |
| 2024-03-31 | $819k | 35k | 23.31 |
| 2023-09-30 | $297k | 14k | 21.05 |
| 2022-09-30 | $191k | 11k | 17.98 |
| 2022-06-30 | $213k | 11k | 20.05 |
| 2022-03-31 | $302k | 13k | 23.27 |
| 2021-12-31 | $318k | 13k | 24.05 |
| 2021-09-30 | $323k | 13k | 24.44 |
| 2021-06-30 | $317k | 12k | 25.47 |
| 2019-12-31 | $263k | 11k | 23.20 |
| 2019-09-30 | $259k | 12k | 22.01 |
| 2019-06-30 | $208k | 8.9k | 23.47 |
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