Private Advisor »

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Lattice Strategies Tr em strategies by Private Advisor

Quarter filed Position value Share count Share price at filing
2026-06-30 $2.4M 66k 35.77
2026-03-31 $7.3M 235k 31.01

More positions owned by Private Advisor

Apple (AAPL)
Spdr Series Trust St Str P500etf (SPYM)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Total Stk Mkt (VTI)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Spdr Series Trust ST STR P500GRW (SPYG)
Capital Group Dividend Value Shs Creat Unit (CGDV)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Amazon (AMZN)
Spdr Series Trust ST STR PR SP1500 (SPTM)
Microsoft Corporation (MSFT)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Select Sector Spdr Tr St Str Techn Etf (XLK)

View all positions for Private Advisor

Top funds holding Lattice Strategies Tr em strategies

LPL Financial
Stratos Wealth Partners
Kestra Advisory Services
Jane Street
Old Mission Capital
Sanctuary Advisors
Raymond James Financial
Commonwealth Equity Services
Private Advisor
Susquehanna International
Fermata Advisors
Mariner Wealth Advisors
Empirical Asset Management
Atomi Financial Group
IFG Advisory

View all funds holding Lattice Strategies Tr em strategies