LATTICE STRATEGIES TR's ticker is RODM and the CUSIP is 518416102. A total of 84 filers reported holding LATTICE STRATEGIES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $206 | -22.8% | 7,453 | -22.0% | 0.00% | 0.0% |
| Q1 2024 | $267 | 0.0% | 9,553 | -2.1% | 0.00% | 0.0% |
| Q4 2023 | $267 | -2.2% | 9,754 | -8.2% | 0.00% | 0.0% |
| Q3 2023 | $273 | -7.8% | 10,626 | -5.4% | 0.00% | 0.0% |
| Q2 2023 | $296 | -24.5% | 11,228 | -24.6% | 0.00% | -50.0% |
| Q1 2023 | $392 | -9.7% | 14,901 | -14.8% | 0.00% | 0.0% |
| Q4 2022 | $434 | -99.9% | 17,497 | -19.5% | 0.00% | 0.0% |
| Q3 2022 | $472,000 | -21.3% | 21,727 | -9.5% | 0.00% | -33.3% |
| Q2 2022 | $600,000 | -18.9% | 24,019 | -5.5% | 0.00% | 0.0% |
| Q1 2022 | $740,000 | -10.5% | 25,420 | -7.4% | 0.00% | 0.0% |
| Q4 2021 | $827,000 | -13.9% | 27,462 | -13.9% | 0.00% | -25.0% |
| Q3 2021 | $960,000 | -37.0% | 31,906 | -35.7% | 0.00% | -42.9% |
| Q2 2021 | $1,523,000 | -30.4% | 49,608 | -32.7% | 0.01% | -36.4% |
| Q1 2021 | $2,189,000 | -46.4% | 73,693 | -48.9% | 0.01% | -45.0% |
| Q4 2020 | $4,085,000 | -36.5% | 144,288 | -41.9% | 0.02% | -45.9% |
| Q3 2020 | $6,431,000 | +15.3% | 248,511 | +9.7% | 0.04% | +5.7% |
| Q2 2020 | $5,577,000 | +86.0% | 226,533 | +66.5% | 0.04% | +45.8% |
| Q1 2020 | $2,998,000 | +44.8% | 136,028 | +93.0% | 0.02% | +71.4% |
| Q4 2019 | $2,070,000 | +31.3% | 70,470 | +24.7% | 0.01% | +27.3% |
| Q3 2019 | $1,576,000 | -4.7% | 56,534 | -3.8% | 0.01% | -15.4% |
| Q2 2019 | $1,654,000 | +2.2% | 58,737 | +2.3% | 0.01% | 0.0% |
| Q1 2019 | $1,618,000 | +497.0% | 57,435 | +445.9% | 0.01% | +333.3% |
| Q4 2018 | $271,000 | -14.8% | 10,522 | -4.2% | 0.00% | 0.0% |
| Q3 2018 | $318,000 | -34.4% | 10,986 | -35.8% | 0.00% | -40.0% |
| Q2 2018 | $485,000 | +117.5% | 17,109 | +124.7% | 0.01% | +150.0% |
| Q1 2018 | $223,000 | – | 7,615 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hartford Funds Management Co LLC | 3,119,835 | $92,659,000 | 10.21% |
| Fermata Advisors, LLC | 303,891 | $9,026,000 | 7.60% |
| Cerity Partners OCIO LLC | 4,605,885 | $136,795,000 | 4.87% |
| IAG Wealth Partners, LLC | 402,549 | $11,956,000 | 4.56% |
| White Pine Investment CO | 381,647 | $11,335,000 | 4.21% |
| Onyx Bridge Wealth Group LLC | 273,851 | $8,133,000 | 4.07% |
| Paracle Advisors, LLC | 745,605 | $22,144,000 | 4.02% |
| Clear Creek Financial Management, LLC | 64,530 | $1,997,000 | 4.01% |
| FOSTER & MOTLEY INC | 1,481,980 | $44,015,000 | 3.67% |
| Sowa Financial Group, Inc. | 148,131 | $4,400,000 | 3.10% |