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ROAMROAM
2 quarters

Position history for Kestra Advisory Services, LLCKestra Advisory Services, LLC's holdings in LATTICE STRATEGIES TR

Kestra Advisory Services, LLC holds 283,569 shares of ROAM (LATTICE STRATEGIES TR), worth $8.8M as of 2026-Q1. The position was increased (+4.3% shares). ROAM represents 0.0% of Kestra Advisory Services, LLC's portfolio.

Current Value

$8.8M

Current Shares

283,569

Total Value Change

+$873,416

Total Shares Change

+11,742

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
283,569
+4.3%
$8.8M0.0%$31.68
29
2025-Q4
New
271,827
-
$7.9M0.0%$29.20
38

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

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