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RODMRODM
19 quarters

Position history for Steward Partners Investment Advisory, LLCSteward Partners Investment Advisory, LLC's holdings in LATTICE STRATEGIES TR

Steward Partners Investment Advisory, LLC holds 138,134 shares of RODM (LATTICE STRATEGIES TR), worth $5.4M as of 2026-Q1. The position was increased (+2202.6% shares). RODM represents 0.0% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$5.4M

Current Shares

138,134

Total Value Change

+$978,242

Total Shares Change

-22,113

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
138,134
+2202.6%
$5.4M0.0%$40.07
44
2025-Q4
Decreased
5,999
-1.9%
$221,8130.0%$37.17
0
2025-Q3
Increased
6,113
+0.1%
$217,1640.0%$34.82
23
2025-Q2
Decreased
6,108
-2.9%
$208,2830.0%$33.45
0
2025-Q1
Decreased
6,287
-7.8%
$194,8340.0%$30.11
0
2024-Q4
Decreased
6,822
-11.7%
$193,8810.0%$27.50
0
2024-Q3
Decreased
7,725
-98.3%
$235,6240.0%$28.96
0
2024-Q2
Increased
464,825
+0.7%
$12.8M0.1%$26.20
34
2024-Q1
Increased
461,671
+2307x
$12.9M0.1%$26.00
54
2023-Q4
Unchanged
200
0.0%
$5,4840.0%$25.47
0
2023-Q3
Decreased
200
-65.2%
$5,1300.0%$23.35
0
2023-Q2
Decreased
575
-32.8%
$15,1340.0%$23.67
0
2023-Q1
New
855
-
$22,5120.0%$23.28
26
2021-Q1
Exited
0
-100.0%
$00.0%$24.45
0
2020-Q4
New
75
-
$2,0000.0%$23.29
17
2020-Q2
Exited
0
-100.0%
$00.0%$19.81
0
2020-Q1
Increased
220,534
+29.3%
$4.9M0.2%$17.61
40
2019-Q4
Increased
170,539
+6.4%
$5M0.1%$23.23
34
2019-Q3
New
160,247
-
$4.5M0.2%$21.80
44

Other major holders of RODM: AMERIPRISE FINANCIAL INC, Cerity Partners LLC

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