LATTICE STRATEGIES TR's ticker is ROUS and the CUSIP is 518416409. A total of 31 filers reported holding LATTICE STRATEGIES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
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 | 2,662,076 | $85,772,000 | 10.85% |
| Paracle Advisors, LLC | 359,017 | $12,098,000 | 2.82% |
| Claybrook Capital, LLC | 100,000 | $3,454,000 | 1.61% |
| Resource Planning Group | 68,731 | $2,316,000 | 1.33% |
| Capital Asset Advisory Services LLC | 79,183 | $2,747,000 | 0.65% |
| First PREMIER Bank | 26,612 | $897,000 | 0.42% |
| AVANTAX ADVISORY SERVICES, INC. | 469,567 | $15,827,000 | 0.37% |
| Financial Advocates Investment Management | 40,484 | $1,364,000 | 0.14% |
| Aurora Private Wealth, Inc. | 9,750 | $329,000 | 0.12% |
| Raymond James Financial Services Advisors, Inc. | 998,414 | $33,647,000 | 0.11% |