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Lattice Strategies Tr em strategies shares owned by Pensionmark Financial Group

Quarter-by-quarter ownership of Lattice Strategies Tr em strategies (ROAM) shares owned by Pensionmark Financial Group from 13F filings

Historical chart of Pensionmark Financial Group investment in Lattice Strategies Tr em strategies

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All positions including Lattice Strategies Tr em strategies held by Pensionmark Financial Group 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 Pensionmark Financial Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $733k 31k 23.31

More positions owned by Pensionmark Financial Group

Ishares Tr S&p 500 Grwt Etf (IVW)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr S&p Mc 400gr Etf (IJK)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)
Ishares Tr S&P SML 600 GWT (IJT)
Ishares Tr Core Msci Total (IXUS)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Core S&p Scp Etf (IJR)
Apple (AAPL)
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
Microsoft Corporation (MSFT)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Blackstone Group Inc Com Cl A (BX)
Potlatch Corporation (PCH)

View all positions for Pensionmark Financial Group

Top funds holding Lattice Strategies Tr em strategies

Wells Fargo & Company
Flow Traders US
Susquehanna International
Envestnet Asset Management
Resource Planning Group
Mercer Global Advisors
LPL Financial
Financial Advocates Investment Management
Pensionmark Financial Group
Jane Street
Coldstream Capital Management
Raymond James Financial Services Advisors
Royal Bank of Canada
Dynamic Advisors Solutions
Cambridge Investment Research Advisors

View all funds holding Lattice Strategies Tr em strategies