Lattice Strategies Tr em strategies shares owned by Raymond James Financial Services Advisors
Quarter-by-quarter ownership of Lattice Strategies Tr em strategies (ROAM) shares owned by Raymond James Financial Services Advisors
from 13F filings
Historical chart of Raymond James Financial Services Advisors investment in Lattice Strategies Tr em strategies
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Quarterly reported holdings in Lattice Strategies Tr em strategies by Raymond James Financial Services Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $462k | 18k | 25.54 |
| 2024-06-30 | $319k | 13k | 24.16 |
| 2024-03-31 | $322k | 14k | 23.31 |
| 2023-12-31 | $271k | 12k | 22.36 |
| 2023-09-30 | $286k | 14k | 21.05 |
| 2023-06-30 | $268k | 13k | 21.03 |
| 2023-03-31 | $257k | 13k | 20.45 |
| 2020-03-31 | $177k | 11k | 16.57 |
| 2019-12-31 | $237k | 10k | 23.18 |
| 2019-09-30 | $364k | 17k | 22.04 |
| 2019-06-30 | $701k | 30k | 23.52 |
| 2019-03-31 | $735k | 31k | 23.41 |
| 2018-12-31 | $756k | 34k | 22.06 |
| 2018-09-30 | $405k | 18k | 23.06 |
| 2018-06-30 | $326k | 14k | 22.61 |
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