LATTICE STRATEGIES TR's ticker is RODM and the CUSIP is 518416102. A total of 142 filers reported holding LATTICE STRATEGIES TR in Q4 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% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Hartford Funds Management Co LLC | 3,120,351 | $93,954,000 | 8.91% |
ARGI Investment Services, LLC | 6,124,701 | $184,415,000 | 5.38% |
FOSTER & MOTLEY INC | 1,841,837 | $55,458,000 | 4.32% |
White Pine Investment CO | 386,496 | $11,637,000 | 3.87% |
IAG Wealth Partners, LLC | 364,550 | $10,977,000 | 3.52% |
HOWARD FINANCIAL SERVICES, LTD. | 388,072 | $11,685,000 | 3.50% |
Trilogy Capital Inc. | 1,095,795 | $32,994,000 | 2.47% |
Sowa Financial Group, Inc. | 139,261 | $4,193,000 | 2.46% |
Quantitative Advantage, LLC | 453,364 | $13,651,000 | 2.11% |
Baystate Wealth Management LLC | 705,571 | $21,245,000 | 1.92% |