ASSETMARK, INC - LATTICE STRATEGIES TR ownership

LATTICE STRATEGIES TR's ticker is RODM and the CUSIP is 518416102. A total of 137 filers reported holding LATTICE STRATEGIES TR in Q4 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 Q4 2021
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