Lattice Strategies Tr em strategies shares owned by Resource Planning Group
Quarter-by-quarter ownership of Lattice Strategies Tr em strategies (ROAM) shares owned by Resource Planning Group
from 13F filings
Historical chart of Resource Planning Group 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 Resource Planning Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Lattice Strategies Tr em strategies by Resource Planning Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.2M | 53k | 22.36 |
| 2023-09-30 | $1.1M | 53k | 21.05 |
| 2023-06-30 | $1.1M | 53k | 21.03 |
| 2023-03-31 | $1.1M | 53k | 20.45 |
| 2022-12-31 | $1.1M | 59k | 19.48 |
| 2022-09-30 | $1.1M | 60k | 18.01 |
| 2022-06-30 | $1.2M | 60k | 20.05 |
| 2022-03-31 | $1.3M | 55k | 23.24 |
| 2021-12-31 | $1.3M | 55k | 24.06 |
| 2021-09-30 | $1.3M | 55k | 24.46 |
| 2021-06-30 | $1.6M | 61k | 25.46 |
| 2021-03-31 | $1.7M | 68k | 24.32 |
| 2020-12-31 | $1.6M | 68k | 22.93 |
| 2020-09-30 | $1.5M | 78k | 19.73 |
| 2020-06-30 | $1.6M | 82k | 19.03 |
| 2020-03-31 | $254k | 15k | 16.56 |
| 2019-12-31 | $620k | 27k | 23.19 |
| 2019-09-30 | $580k | 26k | 22.05 |
| 2019-06-30 | $751k | 32k | 23.52 |
Top funds holding Lattice Strategies Tr em strategies
View all funds holding Lattice Strategies Tr em strategies