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ROAMROAM
7 quarters

Position history for RAYMOND JAMES FINANCIAL INCRAYMOND JAMES FINANCIAL INC's holdings in LATTICE STRATEGIES TR

RAYMOND JAMES FINANCIAL INC holds 88,981 shares of ROAM (LATTICE STRATEGIES TR), worth $3.2M as of 2026-Q2. The position was increased (+235.3% shares). ROAM represents 0.0% of RAYMOND JAMES FINANCIAL INC's portfolio.

Current Value

$3.2M

Current Shares

88,981

Total Value Change

+$2.7M

Total Shares Change

+67,777

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
88,981
+235.3%
$3.2M0.0%$35.77
43
2026-Q1
Decreased
26,541
-30.6%
$822,9650.0%$31.68
0
2025-Q4
Increased
38,245
+52.6%
$1.1M0.0%$29.20
35
2025-Q3
Increased
25,060
+43.4%
$698,3270.0%$27.29
33
2025-Q2
Decreased
17,481
-31.7%
$460,1000.0%$25.66
0
2025-Q1
Increased
25,586
+20.7%
$602,2890.0%$22.80
29
2024-Q4
New
21,204
-
$483,5680.0%$22.11
33

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

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