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Lattice Strategies Tr em strategies shares owned by Jones Financial Companies, L.L

Quarter-by-quarter ownership of Lattice Strategies Tr em strategies (ROAM) shares owned by Jones Financial Companies, L.L from 13F filings

Historical chart of Jones Financial Companies, L.L investment in Lattice Strategies Tr em strategies

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All positions including Lattice Strategies Tr em strategies held by Jones Financial Companies, L.L 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 Jones Financial Companies, L.L

Quarter filed Position value Share count Share price at filing
2025-12-31 $5.2k 178 29.13

More positions owned by Jones Financial Companies, L.L

Vanguard Index Tr ETFs (VUG)
Ishares Core Us Aggregate Bond ETFs (AGG)
Ishares Core S&p 500 Etf ETFs (IVV)
Vanguard Index Tr ETFs (VTV)
Vanguard S&p 500 Etf ETFs (VOO)
Ishares Trust Core Msci Eafe ETFs (IEFA)
Ishares Russell Midcap ETFs (IWR)
Vanguard Mid Cap Etf ETFs (VO)
Vanguard Index Trust ETFs (VV)
Spdr Ser Tr ETFs (SPYM)
Ishares Russell 1000 ETFs (IWB)
Ishares Core Universal Usd Bd ETFs (IUSB)
Vanguard Ftse Developed ETFs (VEA)
Ishares Broad Usd High Yield ETFs (USHY)
American Centy Etf Tr ETFs (AVDV)

View all positions for Jones Financial Companies, L.L

Top funds holding Lattice Strategies Tr em strategies

LPL Financial
Stratos Wealth Partners
Kestra Advisory Services
Sanctuary Advisors
Raymond James Financial
Fermata Advisors
Empirical Asset Management
Citadel Advisors
Cetera Investment Advisers
Mariner Wealth Advisors
Dynamic Advisors Solutions
Prospera Financial Services
Cambridge Investment Research Advisors
J.w. Cole Advisors
Wells Fargo & Company

View all funds holding Lattice Strategies Tr em strategies