Raymond James Financial Services Advisors, Inc. - LATTICE STRATEGIES TR ownership

LATTICE STRATEGIES TR's ticker is ROUS and the CUSIP is 518416409. A total of 39 filers reported holding LATTICE STRATEGIES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Raymond James Financial Services Advisors, Inc. ownership history of LATTICE STRATEGIES TR
ValueSharesWeighting
Q3 2023$2,821,721
-25.1%
70,266
-22.7%
0.01%
-28.6%
Q2 2023$3,766,981
-24.1%
90,924
-27.0%
0.01%
-22.2%
Q1 2023$4,965,659
-21.7%
124,525
-23.4%
0.01%
-30.8%
Q4 2022$6,342,001
+85.5%
162,500
+67.8%
0.01%
+62.5%
Q3 2022$3,419,000
+22.2%
96,818
+29.8%
0.01%
+33.3%
Q2 2022$2,797,000
-3.1%
74,585
+8.8%
0.01%
+20.0%
Q1 2022$2,886,000
+12.0%
68,553
+17.1%
0.01%0.0%
Q4 2021$2,577,000
+11.0%
58,542
+0.4%
0.01%0.0%
Q3 2021$2,322,000
-1.4%
58,307
-0.6%
0.01%0.0%
Q2 2021$2,355,000
+6.0%
58,665
-0.5%
0.01%0.0%
Q1 2021$2,221,000
+6.0%
58,933
-1.3%
0.01%0.0%
Q4 2020$2,096,000
-11.8%
59,712
-20.2%
0.01%
-28.6%
Q3 2020$2,376,000
-90.9%
74,794
-91.4%
0.01%
-91.6%
Q2 2020$26,136,000
-22.3%
870,334
-12.8%
0.08%
-23.1%
Q4 2019$33,647,000
+24.8%
998,414
+19.3%
0.11%
+10.2%
Q3 2019$26,954,000
+53.7%
836,548
+51.1%
0.10%
+46.3%
Q2 2019$17,533,000
+68.4%
553,803
+64.4%
0.07%
+55.8%
Q1 2019$10,413,000
+103.4%
336,885
+82.9%
0.04%
+59.3%
Q4 2018$5,120,000
+882.7%
184,158
+1068.8%
0.03%
+1250.0%
Q3 2018$521,000
+117.1%
15,756
+107.0%
0.00%
+100.0%
Q2 2018$240,0007,6100.00%
Other shareholders
LATTICE STRATEGIES TR shareholders Q1 2020
NameSharesValueWeighting ↓
Hartford Funds Management Co LLC 2,523,784$88,579,00012.72%
Paracle Advisors, LLC 469,062$16,462,0003.14%
Onyx Bridge Wealth Group LLC 102,483$3,597,0002.36%
Resource Planning Group 38,684$1,358,0000.97%
Capital Asset Advisory Services LLC 121,073$4,249,0000.76%
AVANTAX ADVISORY SERVICES, INC. 535,992$18,809,0000.45%
First PREMIER Bank 26,215$920,0000.36%
Colonial River Wealth Management, LLC 10,507$386,0000.18%
NEXT Financial Group, Inc 36,304$1,274,0000.12%
Ten Capital Wealth Advisors, LLC 9,672$339,0000.10%
View complete list of LATTICE STRATEGIES TR shareholders