LATTICE STRATEGIES TR's ticker is ROUS and the CUSIP is 518416409. A total of 38 filers reported holding LATTICE STRATEGIES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $262 | -7.7% | 6,530 | -4.7% | 0.00% | 0.0% |
| Q2 2023 | $284 | -0.4% | 6,851 | -4.2% | 0.00% | 0.0% |
| Q1 2023 | $285 | +3.6% | 7,150 | +1.4% | 0.00% | 0.0% |
| Q4 2022 | $275 | -99.9% | 7,050 | +1.4% | 0.00% | 0.0% |
| Q3 2022 | $245,000 | -6.8% | 6,950 | -0.9% | 0.00% | 0.0% |
| Q2 2022 | $263,000 | -38.0% | 7,011 | -30.4% | 0.00% | -50.0% |
| Q1 2022 | $424,000 | -24.2% | 10,074 | -20.7% | 0.00% | 0.0% |
| Q4 2021 | $559,000 | +1.1% | 12,704 | -8.5% | 0.00% | -33.3% |
| Q3 2021 | $553,000 | -12.8% | 13,885 | -12.0% | 0.00% | 0.0% |
| Q2 2021 | $634,000 | +2.9% | 15,785 | -3.4% | 0.00% | 0.0% |
| Q1 2021 | $616,000 | +27.3% | 16,338 | +18.5% | 0.00% | 0.0% |
| Q4 2020 | $484,000 | +29.1% | 13,790 | +16.8% | 0.00% | 0.0% |
| Q3 2020 | $375,000 | +4.5% | 11,807 | -1.2% | 0.00% | 0.0% |
| Q2 2020 | $359,000 | +35.0% | 11,948 | +17.0% | 0.00% | 0.0% |
| Q1 2020 | $266,000 | – | 10,209 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hartford Funds Management Co LLC | 2,523,784 | $88,579,000 | 12.72% |
| Paracle Advisors, LLC | 469,062 | $16,462,000 | 3.14% |
| Onyx Bridge Wealth Group LLC | 102,483 | $3,597,000 | 2.36% |
| Resource Planning Group | 38,684 | $1,358,000 | 0.97% |
| Capital Asset Advisory Services LLC | 121,073 | $4,249,000 | 0.76% |
| AVANTAX ADVISORY SERVICES, INC. | 535,992 | $18,809,000 | 0.45% |
| First PREMIER Bank | 26,215 | $920,000 | 0.36% |
| Colonial River Wealth Management, LLC | 10,507 | $386,000 | 0.18% |
| NEXT Financial Group, Inc | 36,304 | $1,274,000 | 0.12% |
| Ten Capital Wealth Advisors, LLC | 9,672 | $339,000 | 0.10% |