Private Trust Co Na »

Lattice Strategies Tr em strategies shares owned by Private Trust Co Na

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

Historical chart of Private Trust Co Na 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 Trust Co Na 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 Trust Co Na

Quarter filed Position value Share count Share price at filing
2024-06-30 $35k 1.4k 24.16

More positions owned by Private Trust Co Na

Microsoft Corporation (MSFT)
Apple (AAPL)
Spdr S&p 500 Etf (SPY)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Alphabet Inc Class A cs (GOOGL)
iShares S&P 500 Index (IVV)
Eli Lilly & Co. (LLY)
Vanguard Total Stock Market ETF (VTI)
Invesco Qqq Trust Series 1 (QQQ)
JPMorgan Chase & Co. (JPM)
Procter & Gamble Company (PG)
Broadcom (AVGO)
Alphabet Inc Class C cs (GOOG)
Vanguard S&p 500 Etf idx (VOO)

View all positions for Private Trust Co Na

Top funds holding Lattice Strategies Tr em strategies

Stratos Wealth Partners
LPL Financial
Susquehanna International
Scarborough Advisors
Old Mission Capital
Mercer Global Advisors
Pensionmark Financial Group
Flow Traders US
Sanctuary Advisors
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