LATTICE STRATEGIES TR's ticker is ROUS and the CUSIP is 518416409. A total of 42 filers reported holding LATTICE STRATEGIES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $36,000 | +5.9% | 903 | 0.0% | 0.00% | -50.0% |
| Q1 2021 | $34,000 | +6.2% | 903 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $32,000 | +10.3% | 903 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $29,000 | +7.4% | 903 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $27,000 | -30.8% | 903 | -40.0% | 0.00% | -33.3% |
| Q1 2020 | $39,000 | -13.3% | 1,505 | +13.5% | 0.00% | 0.0% |
| Q4 2019 | $45,000 | +7.1% | 1,326 | +1.4% | 0.00% | 0.0% |
| Q3 2019 | $42,000 | -42.5% | 1,308 | -42.9% | 0.00% | -50.0% |
| Q2 2019 | $73,000 | -3.9% | 2,291 | -16.6% | 0.01% | -14.3% |
| Q4 2018 | $76,000 | – | 2,746 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hartford Funds Management Co LLC | 2,523,784 | $88,579,000 | 12.72% |
| Paracle Advisors, LLC | 469,062 | $16,462,000 | 3.14% |
| Onyx Bridge Wealth Group LLC | 102,483 | $3,597,000 | 2.36% |
| Resource Planning Group | 38,684 | $1,358,000 | 0.97% |
| Capital Asset Advisory Services LLC | 121,073 | $4,249,000 | 0.76% |
| AVANTAX ADVISORY SERVICES, INC. | 535,992 | $18,809,000 | 0.45% |
| First PREMIER Bank | 26,215 | $920,000 | 0.36% |
| Colonial River Wealth Management, LLC | 10,507 | $386,000 | 0.18% |
| NEXT Financial Group, Inc | 36,304 | $1,274,000 | 0.12% |
| Ten Capital Wealth Advisors, LLC | 9,672 | $339,000 | 0.10% |