Raymond James Financial »

Lattice Strategies Tr em strategies shares owned by Raymond James Financial

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

Historical chart of Raymond James Financial 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 Raymond James Financial 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 Raymond James Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $698k 25k 27.87
2025-06-30 $460k 18k 26.32
2025-03-31 $602k 26k 23.54
2024-12-31 $484k 21k 22.81

More positions owned by Raymond James Financial

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Ishares Tr Core Us Aggbd Et (AGG)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Broadcom (AVGO)
Amazon (AMZN)
JPMorgan Chase & Co. (JPM)
Ishares Tr Core Msci Eafe (IEFA)
Alphabet Cap Stk Cl A (GOOGL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Meta Platforms Cl A (META)
Ishares Tr Core S&p500 Etf (IVV)
Wal-Mart Stores (WMT)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Raymond James Financial

Top funds holding Lattice Strategies Tr em strategies

LPL Financial
Stratos Wealth Partners
Fermata Advisors
Citadel Advisors
Raymond James Financial
Mariner Wealth Advisors
Empirical Asset Management
Dynamic Advisors Solutions
Susquehanna International
Prospera Financial Services
Wells Fargo & Company
J.w. Cole Advisors
Cambridge Investment Research Advisors
Private Trust Co Na
Advisor Group Holdings

View all funds holding Lattice Strategies Tr em strategies