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Lattice Strategies Tr em strategies shares owned by Mariner Wealth Advisors

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

Historical chart of Mariner Wealth 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 Mariner Wealth Advisors 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 Mariner Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $696k 25k 27.87
2025-06-30 $655k 25k 26.32
2025-03-31 $567k 24k 23.54

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View all positions for Mariner Wealth 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