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Lattice Strategies Tr em strategies shares owned by Pensionmark Financial Group

Quarter-by-quarter ownership of Lattice Strategies Tr em strategies (ROAM) shares owned by Pensionmark Financial Group from 13F filings

Historical chart of Pensionmark Financial Group investment in Lattice Strategies Tr em strategies

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All positions including Lattice Strategies Tr em strategies held by Pensionmark Financial Group 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 Pensionmark Financial Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.3M 49k 25.54
2024-06-30 $1.2M 49k 24.16
2024-03-31 $733k 31k 23.31

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View all positions for Pensionmark Financial Group

Top funds holding Lattice Strategies Tr em strategies

Stratos Wealth Partners
LPL Financial
Sanctuary Advisors
Susquehanna International
Scarborough Advisors
Old Mission Capital
Mercer Global Advisors
Pensionmark Financial Group
Flow Traders US
Financial Advocates Investment Management
Dynamic Advisors Solutions
Raymond James Financial Services Advisors
Envestnet Asset Management
Visionary Wealth Advisors
Wells Fargo & Company

View all funds holding Lattice Strategies Tr em strategies