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Lattice Strategies Tr em strategies shares owned by Scarborough Advisors

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

Historical chart of Scarborough 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 Scarborough 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 Scarborough Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.7M 65k 25.54
2023-12-31 $1.3M 60k 22.36
2023-09-30 $1.2M 58k 21.05
2023-06-30 $1.1M 53k 21.03
2023-03-31 $900k 44k 20.45

More positions owned by Scarborough Advisors

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr Ishs 5 10yr Invt (IGIB)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Msci Emrg Chn (EMXC)
First Tr Exchange Traded Cap Strength Etf (FTCS)
Ishares Tr Eafe Value Etf (EFV)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Msci Intl Qualty (IQLT)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Scarborough 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