ASSETMARK, INC - LATTICE STRATEGIES TR ownership

LATTICE STRATEGIES TR's ticker is RODM and the CUSIP is 518416102. A total of 129 filers reported holding LATTICE STRATEGIES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
ASSETMARK, INC ownership history of LATTICE STRATEGIES TR
ValueSharesWeighting
Q3 2023$718
-28.2%
28
-6.7%
0.00%
Q1 2022$1,0000.0%30
-21.1%
0.00%
Q3 2021$1,0000.0%38
-11.6%
0.00%
Q1 2021$1,000
-94.1%
43
-92.6%
0.00%
Q4 2019$17,0005840.00%
Other shareholders
LATTICE STRATEGIES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Hartford Funds Management Co LLC 3,120,351$93,954,0008.91%
ARGI Investment Services, LLC 6,124,701$184,415,0005.38%
FOSTER & MOTLEY INC 1,841,837$55,458,0004.32%
White Pine Investment CO 386,496$11,637,0003.87%
IAG Wealth Partners, LLC 364,550$10,977,0003.52%
HOWARD FINANCIAL SERVICES, LTD. 388,072$11,685,0003.50%
Trilogy Capital Inc. 1,095,795$32,994,0002.47%
Sowa Financial Group, Inc. 139,261$4,193,0002.46%
Quantitative Advantage, LLC 453,364$13,651,0002.11%
Baystate Wealth Management LLC 705,571$21,245,0001.92%
View complete list of LATTICE STRATEGIES TR shareholders