LATTICE STRATEGIES TR's ticker is RODM and the CUSIP is 518416102. A total of 129 filers reported holding LATTICE STRATEGIES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
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 ↓ |
|---|---|---|---|
| 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% |