LATTICE STRATEGIES TR's ticker is ROSC and the CUSIP is 518416508. A total of 17 filers reported holding LATTICE STRATEGIES TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,381,346 | -11.5% | 38,302 | -9.1% | 0.00% | – |
| Q2 2023 | $1,561,527 | +82.5% | 42,155 | +76.6% | 0.00% | – |
| Q1 2023 | $855,491 | +301.6% | 23,868 | +322.1% | 0.00% | – |
| Q1 2021 | $213,000 | -36.2% | 5,655 | -48.2% | 0.00% | – |
| Q4 2019 | $334,000 | -24.9% | 10,912 | -30.1% | 0.00% | – |
| Q3 2019 | $445,000 | -39.9% | 15,620 | -38.6% | 0.00% | – |
| Q2 2019 | $741,000 | +91.5% | 25,443 | +107.0% | 0.00% | – |
| Q2 2018 | $387,000 | – | 12,291 | – | 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% |