Lattice Strategies Tr em strategies shares owned by Prospera Financial Services
Quarter-by-quarter ownership of Lattice Strategies Tr em strategies (ROAM) shares owned by Prospera Financial Services
from 13F filings
Historical chart of Prospera Financial Services investment in Lattice Strategies Tr em strategies
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Quarterly reported holdings in Lattice Strategies Tr em strategies by Prospera Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $400k | 14k | 27.87 |
| 2025-06-30 | $387k | 15k | 26.32 |
| 2025-03-31 | $360k | 15k | 23.54 |
| 2024-12-31 | $320k | 14k | 22.81 |
| 2024-09-30 | $306k | 12k | 25.54 |
| 2024-06-30 | $237k | 9.8k | 24.16 |
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