LATTICE STRATEGIES TR's ticker is RODM and the CUSIP is 518416102. A total of 141 filers reported holding LATTICE STRATEGIES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $13,260,864 | +5.6% | 480,075 | +7.1% | 0.04% | -6.5% |
| Q1 2024 | $12,553,120 | +1.2% | 448,326 | -0.9% | 0.05% | +7.0% |
| Q4 2023 | $12,400,832 | +7.9% | 452,255 | +0.9% | 0.04% | -2.3% |
| Q3 2023 | $11,494,381 | +2.6% | 448,124 | +5.3% | 0.04% | 0.0% |
| Q2 2023 | $11,203,871 | +159955.3% | 425,679 | +181814.1% | 0.04% | – |
| Q1 2022 | $7,000 | – | 234 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hartford Funds Management Co LLC | 3,345,605 | $92,413,974 | 8.67% |
| Bennett Associates Wealth Management | 186,106 | $5,140,712 | 4.63% |
| Vawter Financial, Ltd. | 205,340 | $5,672,004 | 3.89% |
| FOSTER & MOTLEY INC | 1,908,324 | $52,713 | 3.62% |
| Arden Trust Co | 486,191 | $13,429,815 | 1.88% |
| Sowa Financial Group, Inc. | 85,931 | $2,374 | 1.80% |
| WCG Wealth Advisors LLC | 843,387 | $23,296 | 1.72% |
| Goldstein Advisors, LLC | 360,304 | $9,952,492 | 1.66% |
| Mill Creek Capital Advisors, LLC | 2,253,681 | $62,252,315 | 1.58% |
| Trilogy Capital Inc. | 666,789 | $18,418,393 | 1.00% |