LATTICE STRATEGIES TR's ticker is RODM and the CUSIP is 518416102. A total of 129 filers reported holding LATTICE STRATEGIES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $397 | -25.0% | 15,100 | -24.9% | 0.00% | 0.0% |
| Q1 2023 | $529 | +31.6% | 20,100 | +24.1% | 0.00% | 0.0% |
| Q4 2022 | $402 | -99.9% | 16,200 | -16.1% | 0.00% | 0.0% |
| Q3 2021 | $581,000 | +91.7% | 19,300 | +89.2% | 0.00% | – |
| Q1 2021 | $303,000 | -27.3% | 10,200 | -36.6% | 0.00% | – |
| Q3 2020 | $417,000 | – | 16,100 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hartford Funds Management Co LLC | 3,120,484 | $93,927,000 | 9.02% |
| ARGI Investment Services, LLC | 5,011,668 | $150,851,000 | 4.78% |
| FOSTER & MOTLEY INC | 1,709,727 | $51,463,000 | 4.28% |
| White Pine Investment CO | 387,685 | $11,669,000 | 4.08% |
| IAG Wealth Partners, LLC | 377,501 | $11,363,000 | 4.04% |
| Fermata Advisors, LLC | 298,768 | $8,993,000 | 3.97% |
| HOWARD FINANCIAL SERVICES, LTD. | 287,978 | $8,668,000 | 3.25% |
| Sowa Financial Group, Inc. | 142,519 | $4,290,000 | 2.78% |
| SlateStone Wealth, LLC | 400,529 | $12,056,000 | 2.76% |
| Trilogy Capital Inc. | 1,065,061 | $32,058,000 | 2.44% |