LATTICE STRATEGIES TR's ticker is ROUS and the CUSIP is 518416409. A total of 46 filers reported holding LATTICE STRATEGIES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $20,441 | -0.2% | 425 | 0.0% | 0.00% | – |
Q1 2024 | $20,478 | -16.3% | 425 | -23.6% | 0.00% | – |
Q4 2023 | $24,459 | +9.5% | 556 | 0.0% | 0.00% | – |
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% | – |
Download |
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% |