LATTICE STRATEGIES TR's ticker is ROUS and the CUSIP is 518416409. A total of 40 filers reported holding LATTICE STRATEGIES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $22,328 | -3.1% | 556 | 0.0% | 0.00% | – |
| Q2 2023 | $23,035 | +340.9% | 556 | +324.4% | 0.00% | – |
| Q1 2023 | $5,224 | +2.2% | 131 | 0.0% | 0.00% | – |
| Q4 2022 | $5,113 | -75.7% | 131 | -77.9% | 0.00% | – |
| Q4 2020 | $21,000 | +10.5% | 593 | 0.0% | 0.00% | – |
| Q3 2020 | $19,000 | +5.6% | 593 | 0.0% | 0.00% | – |
| Q2 2020 | $18,000 | -82.4% | 593 | -84.9% | 0.00% | – |
| Q1 2020 | $102,000 | -57.5% | 3,918 | -44.9% | 0.00% | -100.0% |
| Q4 2019 | $240,000 | – | 7,109 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hartford Funds Management Co LLC | 2,399,181 | $105,611,000 | 10.02% |
| Resource Planning Group | 31,697 | $1,395,000 | 0.94% |
| COLDSTREAM CAPITAL MANAGEMENT INC | 545,364 | $24,007,000 | 0.75% |
| AVANTAX ADVISORY SERVICES, INC. | 534,301 | $23,520,000 | 0.35% |
| Colonial River Wealth Management, LLC | 14,806 | $652,000 | 0.35% |
| First PREMIER Bank | 24,390 | $1,073,000 | 0.28% |
| Kathleen S. Wright Associates Inc. | 3,881 | $171,000 | 0.13% |
| Ten Capital Wealth Advisors, LLC | 6,982 | $307,000 | 0.12% |
| NEXT Financial Group, Inc | 42,160 | $1,856,000 | 0.12% |
| Capital Asset Advisory Services LLC | 26,168 | $1,152,000 | 0.12% |