EVERGREEN CAPITAL MANAGEMENT LLC - LATTICE STRATEGIES TR ownership

LATTICE STRATEGIES TR's ticker is RODM and the CUSIP is 518416102. A total of 3 filers reported holding LATTICE STRATEGIES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.1%.

Quarter-by-quarter ownership
EVERGREEN CAPITAL MANAGEMENT LLC ownership history of LATTICE STRATEGIES TR
ValueSharesWeighting
Q3 2023$4,966,866
-3.8%
193,640
-1.3%
0.22%
+0.9%
Q2 2023$5,163,195
-1.8%
196,170
-1.8%
0.22%
-8.5%
Q1 2023$5,259,813
+3.2%
199,765
-2.9%
0.24%
-1.7%
Q4 2022$5,097,940205,6450.24%
Other shareholders
LATTICE STRATEGIES TR shareholders Q4 2023
NameSharesValueWeighting ↓
Hartford Funds Management Co LLC 1,419,250$40,223,00035.97%
Lattice Strategies LLC 980,660$27,793,00021.72%
Paracle Advisors, LLC 599,923$17,019,0005.29%
STRATEGIC WEALTH MANAGEMENT INC 199,397$5,657,0005.04%
Smart Portfolios, LLC 265,279$7,526,0004.93%
MARINER INDEPENDENT ADVISOR NETWORK, LLC 230,760$6,546,0001.16%
Keystone Financial Group 40,804$1,146,0000.64%
Atria Investments, Inc 388,197$11,013,0000.48%
Cornerstone Wealth Management, LLC 941,157$33,517,0000.38%
Raymond James Financial Services Advisors, Inc. 684,749$19,426,0000.10%
View complete list of LATTICE STRATEGIES TR shareholders