CAPTRUST FINANCIAL ADVISORS - LATTICE STRATEGIES TR ownership

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
CAPTRUST FINANCIAL ADVISORS ownership history of LATTICE STRATEGIES TR
ValueSharesWeighting
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$7,0002340.00%
Other shareholders
LATTICE STRATEGIES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Hartford Funds Management Co LLC 2,569,835$72,752,00010.45%
ARGI Investment Services, LLC 5,253,716$148,733,0005.78%
IAG Wealth Partners, LLC 405,920$11,492,0004.69%
Onyx Bridge Wealth Group LLC 247,615$7,010,0004.59%
White Pine Investment CO 373,995$10,588,0004.29%
Parcion Private Wealth LLC 1,102,825$31,221,0004.13%
Paracle Advisors, LLC 713,290$20,193,0003.86%
FOSTER & MOTLEY INC 1,157,726$32,775,0003.17%
Baystate Wealth Management LLC 960,022$27,178,0003.10%
Sowa Financial Group, Inc. 153,633$4,349,0002.93%
View complete list of LATTICE STRATEGIES TR shareholders