LATTICE STRATEGIES TR's ticker is RODM and the CUSIP is 518416102. A total of 126 filers reported holding LATTICE STRATEGIES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $208,000 | -58.0% | 9,585 | -43.6% | 0.00% | -50.0% |
| Q1 2022 | $495,000 | -8.0% | 16,990 | -4.9% | 0.01% | 0.0% |
| Q4 2021 | $538,000 | +57.8% | 17,864 | +55.7% | 0.01% | +60.0% |
| Q1 2021 | $341,000 | 0.0% | 11,475 | -4.6% | 0.01% | 0.0% |
| Q4 2020 | $341,000 | -10.0% | 12,032 | -17.9% | 0.01% | -16.7% |
| Q3 2020 | $379,000 | +2.4% | 14,659 | -2.5% | 0.01% | -60.0% |
| Q2 2020 | $370,000 | +8.2% | 15,041 | -3.1% | 0.02% | -6.2% |
| Q1 2020 | $342,000 | -99.3% | 15,519 | -99.0% | 0.02% | -99.0% |
| Q4 2019 | $46,779,000 | +54.8% | 1,592,742 | +46.9% | 1.56% | +49.2% |
| Q3 2019 | $30,227,000 | +0.7% | 1,084,173 | +1.7% | 1.05% | +11.4% |
| Q2 2019 | $30,008,000 | +5316.6% | 1,065,636 | +5316.5% | 0.94% | +5116.7% |
| Q1 2019 | $554,000 | -8.9% | 19,674 | -16.6% | 0.02% | -14.3% |
| Q4 2018 | $608,000 | -3.6% | 23,583 | +8.3% | 0.02% | +5.0% |
| Q3 2018 | $631,000 | +6.4% | 21,778 | +4.1% | 0.02% | +5.3% |
| Q2 2018 | $593,000 | – | 20,912 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hartford Funds Management Co LLC | 2,569,835 | $72,752,000 | 10.45% |
| ARGI Investment Services, LLC | 5,253,716 | $148,733,000 | 5.78% |
| IAG Wealth Partners, LLC | 405,920 | $11,492,000 | 4.69% |
| Onyx Bridge Wealth Group LLC | 247,615 | $7,010,000 | 4.59% |
| White Pine Investment CO | 373,995 | $10,588,000 | 4.29% |
| Parcion Private Wealth LLC | 1,102,825 | $31,221,000 | 4.13% |
| Paracle Advisors, LLC | 713,290 | $20,193,000 | 3.86% |
| FOSTER & MOTLEY INC | 1,157,726 | $32,775,000 | 3.17% |
| Baystate Wealth Management LLC | 960,022 | $27,178,000 | 3.10% |
| Sowa Financial Group, Inc. | 153,633 | $4,349,000 | 2.93% |