Lattice Strategies Tr em strategies shares owned by Wagner Wealth Management
Quarter-by-quarter ownership of Lattice Strategies Tr em strategies (ROAM) shares owned by Wagner Wealth Management
from 13F filings
Historical chart of Wagner Wealth Management investment in Lattice Strategies Tr em strategies
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Quarterly reported holdings in Lattice Strategies Tr em strategies by Wagner Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $385 | 15 | 25.67 |
| 2024-06-30 | $361 | 15 | 24.13 |
| 2024-03-31 | $34k | 1.4k | 23.31 |
| 2023-12-31 | $1.7M | 74k | 22.36 |
| 2023-09-30 | $1.6M | 78k | 21.05 |
| 2023-06-30 | $1.5M | 71k | 21.03 |
| 2023-03-31 | $889k | 44k | 20.45 |
| 2022-12-31 | $117k | 6.0k | 19.48 |
| 2022-09-30 | $97k | 5.4k | 18.01 |
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