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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
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)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Ser Tr Russell Low Vol (ONEV)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Msci Intl Qualty (IQLT)
Ishares Msci Emrg Chn (EMXC)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)

View all positions for Scarborough Advisors

Top funds holding Lattice Strategies Tr em strategies

Wells Fargo & Company
Jane Street
Scarborough Advisors
Resource Planning Group
Mercer Global Advisors
Gts Securities
Citadel Advisors
Flow Traders US
Coldstream Capital Management
Raymond James Financial Services Advisors
Royal Bank of Canada
Dynamic Advisors Solutions
Cambridge Investment Research Advisors
Financial Advocates Investment Management
Advisor Group Holdings

View all funds holding Lattice Strategies Tr em strategies