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ROAMROAM
8 quarters

Position history for COMMONWEALTH EQUITY SERVICES, LLCCOMMONWEALTH EQUITY SERVICES, LLC's holdings in LATTICE STRATEGIES TR

COMMONWEALTH EQUITY SERVICES, LLC holds 66,515 shares of ROAM (LATTICE STRATEGIES TR), worth $2.1M as of 2026-Q1. This is a new position. ROAM represents 0.0% of COMMONWEALTH EQUITY SERVICES, LLC's portfolio.

Current Value

$2.1M

Current Shares

66,515

Total Value Change

+$1.8M

Total Shares Change

+55,392

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
New
66,515
-
$2.1M0.0%$31.68
36
2024-Q3
Exited
0
-100.0%
$00.0%$24.21
0
2024-Q2
New
43,393
-
$1M0.0%$22.64
35
2020-Q1
Exited
0
-100.0%
$00.0%$12.70
0
2019-Q4
New
8,714
-
$202,0000.0%$17.91
32
2019-Q3
Exited
0
-100.0%
$00.0%$16.69
0
2019-Q2
Increased
11,170
+0.4%
$262,0000.0%$17.80
23
2019-Q1
New
11,123
-
$260,0000.0%$17.51
32

Other major holders of ROAM: LPL Financial LLC, UBS Group AG

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