LATTICE STRATEGIES TR's ticker is RODM and the CUSIP is 518416102. A total of 19 filers reported holding LATTICE STRATEGIES TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $589,976 | -83.1% | 22,407 | -84.1% | 0.00% | -100.0% |
| Q4 2022 | $3,495,712 | +48.3% | 141,013 | +30.1% | 0.00% | 0.0% |
| Q3 2022 | $2,357,000 | +57.8% | 108,415 | +118.5% | 0.00% | – |
| Q4 2021 | $1,494,000 | -83.1% | 49,618 | -83.1% | 0.00% | -100.0% |
| Q3 2021 | $8,845,000 | +1297.3% | 293,864 | +1324.7% | 0.00% | – |
| Q2 2021 | $633,000 | -93.8% | 20,626 | -94.0% | 0.00% | -100.0% |
| Q1 2021 | $10,128,000 | +1098.6% | 341,009 | +1042.1% | 0.00% | – |
| Q4 2020 | $845,000 | -53.9% | 29,859 | -57.9% | 0.00% | -100.0% |
| Q3 2020 | $1,834,000 | -65.7% | 70,859 | -61.0% | 0.00% | -50.0% |
| Q4 2019 | $5,341,000 | -49.0% | 181,852 | -55.2% | 0.00% | -66.7% |
| Q4 2018 | $10,469,000 | +181.4% | 405,763 | +215.9% | 0.01% | +200.0% |
| Q3 2018 | $3,720,000 | +136.8% | 128,451 | +138.8% | 0.00% | +100.0% |
| Q4 2017 | $1,571,000 | -67.0% | 53,792 | -69.4% | 0.00% | -75.0% |
| Q2 2017 | $4,761,000 | +207.8% | 175,817 | +181.3% | 0.00% | +100.0% |
| Q3 2016 | $1,547,000 | – | 62,508 | – | 0.00% | – |
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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% |