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Lattice Strategies Tr em strategies shares owned by Private Advisor

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

Historical chart of Private Advisor 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 Private Advisor 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 Private Advisor

Quarter filed Position value Share count Share price at filing
2026-03-31 $7.3M 235k 31.01

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View all positions for Private Advisor

Top funds holding Lattice Strategies Tr em strategies

LPL Financial
Stratos Wealth Partners
Kestra Advisory Services
Private Advisor
Sanctuary Advisors
Citadel Advisors
Commonwealth Equity Services
Fermata Advisors
Raymond James Financial
Empirical Asset Management
Cetera Investment Advisers
Mariner Wealth Advisors
Dynamic Advisors Solutions
Prospera Financial Services
Tempus Wealth Planning

View all funds holding Lattice Strategies Tr em strategies