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Showing 7 of 10 quarters

Position history for ENVESTNET ASSET MANAGEMENT INCENVESTNET ASSET MANAGEMENT INC's holdings in LATTICE STRATEGIES TR

ENVESTNET ASSET MANAGEMENT INC holds 8,825 shares of ROAM (LATTICE STRATEGIES TR), worth $273,651 as of 2026-Q1. This is a new position. ROAM represents 0.0% of ENVESTNET ASSET MANAGEMENT INC's portfolio.

Current Value

$273,651

Current Shares

8,825

Total Value Change

-$1M

Total Shares Change

-44,619

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
New
8,825
-
$273,6510.0%$31.68
32
2025-Q3
Exited
0
-100.0%
$00.0%$27.29
0
2025-Q2
Decreased
17,675
-2.4%
$465,2060.0%$25.66
0
2025-Q1
Unchanged
18,112
0.0%
$426,3530.0%$22.80
0
2024-Q4
Increased
18,112
+0.4%
$413,0530.0%$22.11
24
2024-Q3
Decreased
18,038
-66.3%
$460,7280.0%$24.21
0
2024-Q2
Decreased
53,444
-0.4%
$1.3M0.0%$22.64
0

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

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