LATTICE STRATEGIES TR's ticker is RODM and the CUSIP is 518416102. A total of 142 filers reported holding LATTICE STRATEGIES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $201,000 | -14.5% | 8,075 | 0.0% | 0.02% | -5.6% |
| Q1 2022 | $235,000 | -3.3% | 8,075 | 0.0% | 0.02% | +5.9% |
| Q4 2021 | $243,000 | 0.0% | 8,075 | 0.0% | 0.02% | -10.5% |
| Q3 2021 | $243,000 | -2.0% | 8,075 | 0.0% | 0.02% | -5.0% |
| Q2 2021 | $248,000 | -44.0% | 8,075 | -45.8% | 0.02% | -50.0% |
| Q1 2021 | $443,000 | -20.0% | 14,908 | -23.8% | 0.04% | -28.6% |
| Q4 2020 | $554,000 | – | 19,577 | – | 0.06% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hartford Funds Management Co LLC | 2,569,835 | $72,752,000 | 10.45% |
| ARGI Investment Services, LLC | 5,253,716 | $148,733,000 | 5.78% |
| IAG Wealth Partners, LLC | 405,920 | $11,492,000 | 4.69% |
| Onyx Bridge Wealth Group LLC | 247,615 | $7,010,000 | 4.59% |
| White Pine Investment CO | 373,995 | $10,588,000 | 4.29% |
| Parcion Private Wealth LLC | 1,102,825 | $31,221,000 | 4.13% |
| Paracle Advisors, LLC | 713,290 | $20,193,000 | 3.86% |
| FOSTER & MOTLEY INC | 1,157,726 | $32,775,000 | 3.17% |
| Baystate Wealth Management LLC | 960,022 | $27,178,000 | 3.10% |
| Sowa Financial Group, Inc. | 153,633 | $4,349,000 | 2.93% |