LATTICE STRATEGIES TR's ticker is RODM and the CUSIP is 518416102. A total of 142 filers reported holding LATTICE STRATEGIES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,997,853 | -72.8% | 77,889 | -72.1% | 0.04% | -69.9% |
| Q1 2023 | $7,353,179 | +463.0% | 279,270 | +430.1% | 0.15% | +294.6% |
| Q4 2022 | $1,306,061 | -60.1% | 52,685 | -59.9% | 0.04% | -59.8% |
| Q2 2022 | $3,270,000 | -44.0% | 131,397 | -34.5% | 0.09% | -43.9% |
| Q1 2022 | $5,842,000 | +1.7% | 200,633 | +5.2% | 0.16% | -31.1% |
| Q4 2021 | $5,743,000 | -6.1% | 190,727 | -6.1% | 0.24% | -3.6% |
| Q3 2021 | $6,114,000 | +4.1% | 203,129 | +6.2% | 0.25% | +24.1% |
| Q2 2021 | $5,875,000 | -34.9% | 191,310 | -37.1% | 0.20% | -60.4% |
| Q1 2021 | $9,031,000 | +267.6% | 304,073 | +220.2% | 0.50% | +159.3% |
| Q3 2020 | $2,457,000 | +702.9% | 94,949 | +665.2% | 0.19% | +781.8% |
| Q2 2020 | $306,000 | -85.7% | 12,409 | -87.2% | 0.02% | -87.8% |
| Q1 2020 | $2,137,000 | – | 96,949 | – | 0.18% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hartford Funds Management Co LLC | 3,120,351 | $93,954,000 | 8.91% |
| ARGI Investment Services, LLC | 6,124,701 | $184,415,000 | 5.38% |
| FOSTER & MOTLEY INC | 1,841,837 | $55,458,000 | 4.32% |
| White Pine Investment CO | 386,496 | $11,637,000 | 3.87% |
| IAG Wealth Partners, LLC | 364,550 | $10,977,000 | 3.52% |
| HOWARD FINANCIAL SERVICES, LTD. | 388,072 | $11,685,000 | 3.50% |
| Trilogy Capital Inc. | 1,095,795 | $32,994,000 | 2.47% |
| Sowa Financial Group, Inc. | 139,261 | $4,193,000 | 2.46% |
| Quantitative Advantage, LLC | 453,364 | $13,651,000 | 2.11% |
| Baystate Wealth Management LLC | 705,571 | $21,245,000 | 1.92% |