LATTICE STRATEGIES TR's ticker is RODM and the CUSIP is 518416102. A total of 129 filers reported holding LATTICE STRATEGIES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $38,000 | +2.7% | 1,250 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $37,000 | +5.7% | 1,250 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $35,000 | +9.4% | 1,250 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $32,000 | +3.2% | 1,250 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $31,000 | -31.1% | 1,250 | -38.7% | 0.00% | -50.0% |
| Q1 2020 | $45,000 | -74.3% | 2,038 | -65.9% | 0.00% | -69.2% |
| Q4 2019 | $175,000 | +6.7% | 5,973 | +1.5% | 0.01% | 0.0% |
| Q3 2019 | $164,000 | -1.2% | 5,884 | 0.0% | 0.01% | -7.1% |
| Q2 2019 | $166,000 | +40.7% | 5,884 | +40.0% | 0.01% | +40.0% |
| Q1 2019 | $118,000 | +5.4% | 4,204 | -3.1% | 0.01% | 0.0% |
| Q4 2018 | $112,000 | – | 4,338 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Onyx Bridge Wealth Group LLC | 886,808 | $27,225,000 | 11.77% |
| Hartford Funds Management Co LLC | 3,119,835 | $95,810,000 | 10.39% |
| Fermata Advisors, LLC | 298,763 | $9,175,000 | 5.33% |
| ARGI Investment Services, LLC | 4,820,124 | $148,026,000 | 4.81% |
| IAG Wealth Partners, LLC | 384,562 | $11,810,000 | 4.24% |
| FOSTER & MOTLEY INC | 1,604,116 | $49,262,000 | 4.12% |
| White Pine Investment CO | 385,910 | $11,851,000 | 4.08% |
| Sowa Financial Group, Inc. | 143,830 | $4,417,000 | 3.27% |
| HOWARD FINANCIAL SERVICES, LTD. | 249,574 | $7,664,000 | 3.00% |
| SlateStone Wealth, LLC | 391,715 | $12,030,000 | 2.75% |