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 | ||||
|---|---|---|---|---|---|---|
| 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 | 2,735,153 | $109,837,454 | 11.68% |
| Wagner Wealth Management, LLC | 211,188 | $8,480,831 | 3.12% |
| Resource Planning Group | 21,500 | $863,391 | 0.73% |
| First PREMIER Bank | 21,560 | $865 | 0.26% |
| AVANTAX ADVISORY SERVICES, INC. | 490,176 | $19,684,323 | 0.22% |
| Western Wealth Management, LLC | 49,585 | $1,991,215 | 0.17% |
| Kathleen S. Wright Associates Inc. | 6,170 | $247,759 | 0.14% |
| COLDSTREAM CAPITAL MANAGEMENT INC | 87,955 | $3,532,071 | 0.12% |
| Main Street Financial Solutions, LLC | 18,010 | $723,254 | 0.10% |
| RAM Investment Partners, LLC | 5,750 | $230,907 | 0.10% |