LATTICE STRATEGIES TR's ticker is RODM and the CUSIP is 518416102. A total of 129 filers reported holding LATTICE STRATEGIES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $1,269,000 | -1.6% | 42,165 | +0.4% | 0.06% | -1.6% |
| Q2 2021 | $1,289,000 | +3.6% | 41,984 | +0.3% | 0.06% | -11.6% |
| Q1 2021 | $1,244,000 | +3.0% | 41,874 | -1.9% | 0.07% | -34.9% |
| Q4 2020 | $1,208,000 | +12.0% | 42,678 | +2.4% | 0.11% | +2.9% |
| Q3 2020 | $1,079,000 | +112.4% | 41,690 | +102.0% | 0.10% | +114.6% |
| Q2 2020 | $508,000 | -35.4% | 20,638 | -22.9% | 0.05% | -31.4% |
| Q4 2019 | $786,000 | – | 26,754 | – | 0.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hartford Funds Management Co LLC | 3,346,288 | $85,832,287 | 9.13% |
| Vawter Financial, Ltd. | 256,112 | $6,569,273 | 5.90% |
| Mill Creek Capital Advisors, LLC | 6,472,468 | $166,018,799 | 5.52% |
| FOSTER & MOTLEY INC | 1,765,853 | $45,294 | 3.71% |
| Resource Planning Group | 154,692 | $3,967,860 | 3.36% |
| Arden Trust Co | 652,729 | $16,742,519 | 2.79% |
| Sowa Financial Group, Inc. | 137,440 | $3,525 | 2.65% |
| WCG Wealth Advisors LLC | 1,220,091 | $31,687 | 2.32% |
| Trilogy Capital Inc. | 1,234,926 | $31,675,857 | 2.14% |
| Baystate Wealth Management LLC | 867,013 | $22,238,896 | 1.83% |