LATTICE STRATEGIES TR's ticker is ROUS and the CUSIP is 518416409. A total of 37 filers reported holding LATTICE STRATEGIES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
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 | 2,735,153 | $109,837,454 | 11.68% |
Wagner Wealth Management, LLC | 211,188 | $8,480,831 | 3.12% |
Resource Planning Group | 21,500 | $863,391 | 0.73% |
First PREMIER Bank | 21,560 | $865 | 0.26% |
AVANTAX ADVISORY SERVICES, INC. | 490,176 | $19,684,323 | 0.22% |
Western Wealth Management, LLC | 49,585 | $1,991,215 | 0.17% |
Kathleen S. Wright Associates Inc. | 6,170 | $247,759 | 0.14% |
COLDSTREAM CAPITAL MANAGEMENT INC | 87,955 | $3,532,071 | 0.12% |
Main Street Financial Solutions, LLC | 18,010 | $723,254 | 0.10% |
RAM Investment Partners, LLC | 5,750 | $230,907 | 0.10% |