Who owns Lattice Strategies Tr em strategies?
- Ticker: ROAM
- CUSIP Number: 518416201
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Analyze quarterly positions in Lattice Strategies Tr em strategies with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Lattice Strategies Tr em strategies stock
Who bought or sold Lattice Strategies Tr em strategies this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Wells Fargo & Company | 97k | $2.3M | -1% | Mar 2024 |
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| Flow Traders US | 94k | $2.2M | 529% | Mar 2024 |
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| Susquehanna International | 80k | $1.9M | 88% | Mar 2024 |
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| Envestnet Asset Management | 54k | $1.3M | -3% | Mar 2024 |
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| Resource Planning Group | 53k | $1.2M | 0% | Dec 2023 |
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| Mercer Global Advisors | 53k | $1.2M | 0% | Mar 2024 |
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| LPL Financial | 35k | $819k | 149% | Mar 2024 |
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| Financial Advocates Investment Management | 33k | $779k | 260% | Mar 2024 |
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| Pensionmark Financial Group | 31k | $733k | 100% | Mar 2024 |
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| Jane Street | 15k | $351k | -81% | Mar 2024 |
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| Coldstream Capital Management | 14k | $310k | 0% | Dec 2023 |
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| Raymond James Financial Services Advisors | 14k | $322k | 14% | Mar 2024 |
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| Royal Bank of Canada | 13k | $303k | 0% | Mar 2024 |
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| Dynamic Advisors Solutions | 13k | $291k | 17% | Mar 2024 |
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| Cambridge Investment Research Advisors | 11k | $259k | -1% | Mar 2024 |
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| Advisor Group Holdings | 1.6k | $38k | 1% | Mar 2024 |
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| Wagner Wealth Management | 1.4k | $34k | -98% | Mar 2024 |
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| Householder Group Estate & Retirement Specialist | 1.1k | $25k | 0% | Mar 2024 |
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| Brian McDonald | 124.00 | $2.9k | -45% | Mar 2024 |
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Who sold out of Lattice Strategies Tr em strategies?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Wellington Management Company | Sep 2023 | 62k | $1.3M |
| Scarborough Advisors | Dec 2023 | 60k | $1.3M |
| Gts Securities | Dec 2023 | 50k | $1.1M |
| Citadel Advisors | Dec 2023 | 15k | $336k |
| UBS Group | Dec 2023 | 1.5k | $34k |