Sigma Planning Corp - LATTICE STRATEGIES TR ownership

LATTICE STRATEGIES TR's ticker is ROUS and the CUSIP is 518416409. A total of 40 filers reported holding LATTICE STRATEGIES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Sigma Planning Corp ownership history of LATTICE STRATEGIES TR
ValueSharesWeighting
Q1 2023$239,457
-23.4%
6,004
-25.0%
0.01%
-27.3%
Q4 2022$312,608
+44.7%
8,009
+31.2%
0.01%
+37.5%
Q3 2022$216,0006,1040.01%
Other shareholders
LATTICE STRATEGIES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Hartford Funds Management Co LLC 2,399,181$105,611,00010.02%
Resource Planning Group 31,697$1,395,0000.94%
COLDSTREAM CAPITAL MANAGEMENT INC 545,364$24,007,0000.75%
AVANTAX ADVISORY SERVICES, INC. 534,301$23,520,0000.35%
Colonial River Wealth Management, LLC 14,806$652,0000.35%
First PREMIER Bank 24,390$1,073,0000.28%
Kathleen S. Wright Associates Inc. 3,881$171,0000.13%
Ten Capital Wealth Advisors, LLC 6,982$307,0000.12%
NEXT Financial Group, Inc 42,160$1,856,0000.12%
Capital Asset Advisory Services LLC 26,168$1,152,0000.12%
View complete list of LATTICE STRATEGIES TR shareholders