LATTICE STRATEGIES TR's ticker is RODM and the CUSIP is 518416102. A total of 124 filers reported holding LATTICE STRATEGIES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,179 | +159.7% | 84,938 | +166.7% | 0.10% | +200.0% |
| Q1 2023 | $839 | -40.2% | 31,847 | -43.7% | 0.03% | -52.1% |
| Q4 2022 | $1,403 | -99.7% | 56,609 | +308.2% | 0.07% | +407.1% |
| Q1 2022 | $404,000 | -41.6% | 13,869 | -48.2% | 0.01% | -72.5% |
| Q3 2020 | $692,000 | -19.4% | 26,754 | -31.3% | 0.05% | +8.5% |
| Q1 2020 | $859,000 | +319.0% | 38,970 | +435.0% | 0.05% | +291.7% |
| Q1 2019 | $205,000 | – | 7,284 | – | 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% |