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Lattice Strategies Tr em strategies shares owned by Sanctuary Advisors

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

Historical chart of Sanctuary Advisors 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 Sanctuary Advisors 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 Sanctuary Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.3M 97k 23.85
2024-06-30 $847k 37k 23.18

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Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Value Etf (VTV)
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Eli Lilly & Co. (LLY)
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Alphabet Cap Stk Cl A (GOOGL)
Exxon Mobil Corporation (XOM)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Meta Platforms Cl A (META)
Ishares Tr Core Total Usd (IUSB)

View all positions for Sanctuary Advisors

Top funds holding Lattice Strategies Tr em strategies

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