LATTICE STRATEGIES TR's ticker is ROUS and the CUSIP is 518416409. A total of 32 filers reported holding LATTICE STRATEGIES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $295,000 | -0.3% | 6,141 | 0.0% | 0.00% | – |
| Q1 2024 | $296,000 | -10.3% | 6,141 | -18.3% | 0.00% | -100.0% |
| Q4 2023 | $330,000 | +25.0% | 7,521 | +14.0% | 0.00% | – |
| Q3 2023 | $264,000 | -2.9% | 6,600 | +0.4% | 0.00% | -100.0% |
| Q2 2023 | $272,000 | +32.7% | 6,574 | +36.1% | 0.00% | – |
| Q1 2022 | $205,000 | -10.9% | 4,829 | -8.2% | 0.00% | -100.0% |
| Q4 2021 | $230,000 | +10.6% | 5,260 | +0.4% | 0.00% | 0.0% |
| Q3 2021 | $208,000 | -1.0% | 5,239 | -0.2% | 0.00% | 0.0% |
| Q2 2021 | $210,000 | -10.6% | 5,249 | -33.1% | 0.00% | 0.0% |
| Q2 2020 | $235,000 | +14.6% | 7,851 | +18.3% | 0.00% | 0.0% |
| Q1 2019 | $205,000 | -24.4% | 6,638 | -31.9% | 0.00% | -50.0% |
| Q4 2018 | $271,000 | -71.9% | 9,741 | -66.7% | 0.00% | -71.4% |
| Q3 2018 | $966,000 | +1.5% | 29,273 | -3.4% | 0.01% | 0.0% |
| Q2 2018 | $952,000 | +1.4% | 30,289 | +0.3% | 0.01% | -12.5% |
| Q1 2018 | $939,000 | -0.3% | 30,207 | +0.3% | 0.01% | 0.0% |
| Q4 2017 | $942,000 | +9.5% | 30,122 | +0.4% | 0.01% | +14.3% |
| Q3 2017 | $860,000 | +17.8% | 30,005 | +14.0% | 0.01% | 0.0% |
| Q2 2017 | $730,000 | – | 26,330 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hartford Funds Management Co LLC | 2,398,784 | $96,311,000 | 10.44% |
| Onyx Bridge Wealth Group LLC | 129,079 | $5,207,000 | 2.25% |
| Resource Planning Group | 36,069 | $1,448,000 | 0.84% |
| COLDSTREAM CAPITAL MANAGEMENT INC | 516,435 | $20,734,000 | 0.84% |
| Mutual Advisors, LLC | 271,198 | $10,889,000 | 0.65% |
| Colonial River Investments, LLC | 14,334 | $576,000 | 0.41% |
| AVANTAX ADVISORY SERVICES, INC. | 542,945 | $21,805,000 | 0.40% |
| First PREMIER Bank | 24,390 | $979,000 | 0.28% |
| Capital Asset Advisory Services LLC | 58,927 | $2,366,000 | 0.26% |
| Newport Wealth Strategies, Inc. | 11,120 | $446,000 | 0.26% |