LATTICE STRATEGIES TR's ticker is ROSC and the CUSIP is 518416508. A total of 10 filers reported holding LATTICE STRATEGIES TR in Q2 2021. 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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wagner Wealth Management, LLC | 27,482 | $980,587 | 0.61% |
| Independent Wealth Network Inc. | 9,451 | $337,214 | 0.23% |
| Kathleen S. Wright Associates Inc. | 4,773 | $170,000 | 0.12% |
| Atria Wealth Solutions, Inc. | 101,570 | $3,624,097 | 0.06% |
| Advisory Services Network, LLC | 10,140 | $361,804 | 0.01% |
| Mariner, LLC | 50,050 | $1,786 | 0.01% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 446 | $15,913 | 0.00% |
| LPL Financial LLC | 73,012 | $2,605,145 | 0.00% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 775 | $28 | 0.00% |
| WELLS FARGO & COMPANY/MN | 0 | $0 | 0.00% |