LATTICE STRATEGIES TR's ticker is RODM and the CUSIP is 518416102. A total of 116 filers reported holding LATTICE STRATEGIES TR in Q3 2023. 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 | 3,346,288 | $85,832,287 | 9.13% |
| Vawter Financial, Ltd. | 256,112 | $6,569,273 | 5.90% |
| Mill Creek Capital Advisors, LLC | 6,472,468 | $166,018,799 | 5.52% |
| FOSTER & MOTLEY INC | 1,765,853 | $45,294 | 3.71% |
| Resource Planning Group | 154,692 | $3,967,860 | 3.36% |
| Arden Trust Co | 652,729 | $16,742,519 | 2.79% |
| Sowa Financial Group, Inc. | 137,440 | $3,525 | 2.65% |
| WCG Wealth Advisors LLC | 1,220,091 | $31,687 | 2.32% |
| Trilogy Capital Inc. | 1,234,926 | $31,675,857 | 2.14% |
| Baystate Wealth Management LLC | 867,013 | $22,238,896 | 1.83% |