LATTICE STRATEGIES TR's ticker is ROSC and the CUSIP is 518416508. A total of 12 filers reported holding LATTICE STRATEGIES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $305,000 | +40.6% | 8,076 | +17.1% | 0.00% | – |
| Q4 2020 | $217,000 | -30.9% | 6,896 | -32.9% | 0.00% | – |
| Q4 2019 | $314,000 | +6.8% | 10,274 | -0.3% | 0.00% | – |
| Q3 2019 | $294,000 | -79.3% | 10,300 | -78.8% | 0.00% | -100.0% |
| Q2 2019 | $1,418,000 | +62.1% | 48,678 | +64.0% | 0.00% | +100.0% |
| Q1 2019 | $875,000 | +2473.5% | 29,673 | +1966.4% | 0.00% | – |
| Q1 2016 | $34,000 | -34.6% | 1,436 | -35.9% | 0.00% | – |
| Q4 2015 | $52,000 | +85.7% | 2,241 | +85.1% | 0.00% | – |
| Q3 2015 | $28,000 | – | 1,211 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Independent Wealth Network Inc. | 16,125 | $654,000 | 0.40% |
| Kathleen S. Wright Associates Inc. | 5,499 | $223,000 | 0.16% |
| NORTHWEST WEALTH MANAGEMENT, LLC | 5,378 | $218,000 | 0.10% |
| Capital Asset Advisory Services LLC | 8,701 | $353,000 | 0.04% |
| Patriot Financial Group Insurance Agency, LLC | 4,271 | $173,000 | 0.03% |
| Advisory Services Network, LLC | 12,617 | $511,000 | 0.02% |
| LPL Financial LLC | 75,485 | $3,059,000 | 0.00% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 365 | $15,000 | 0.00% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 500 | $20,000 | 0.00% |
| American Portfolios Advisors | 494 | $20,021 | 0.00% |