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Lattice Strategies Tr em strategies shares owned by Stratos Wealth Partners

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

Historical chart of Stratos Wealth Partners 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 Stratos Wealth Partners 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 Stratos Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.9M 229k 25.54
2024-06-30 $641k 27k 24.16

More positions owned by Stratos Wealth Partners

Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Extend Mkt Etf (VXF)
Ishares Tr Core Msci Intl (IDEV)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Stratos Wealth Partners

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