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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,025,651 | +102.6% | 117,959 | +107.9% | 0.02% | +90.0% |
| Q2 2023 | $1,493,059 | -3.8% | 56,727 | -3.7% | 0.01% | -9.1% |
| Q1 2023 | $1,551,544 | -36.2% | 58,927 | -39.9% | 0.01% | -45.0% |
| Q4 2022 | $2,432,196 | +53.7% | 98,112 | +34.8% | 0.02% | 0.0% |
| Q3 2022 | $1,582,000 | -14.5% | 72,786 | -2.1% | 0.02% | -16.7% |
| Q2 2022 | $1,851,000 | -13.7% | 74,350 | +1.0% | 0.02% | -7.7% |
| Q1 2022 | $2,144,000 | +49.9% | 73,610 | +55.0% | 0.03% | +44.4% |
| Q4 2021 | $1,430,000 | -87.1% | 47,499 | -87.1% | 0.02% | -88.0% |
| Q3 2021 | $11,079,000 | +3.9% | 368,070 | +6.0% | 0.15% | 0.0% |
| Q2 2021 | $10,659,000 | +3.8% | 347,094 | +0.4% | 0.15% | -31.2% |
| Q1 2021 | $10,272,000 | -17.1% | 345,866 | -20.9% | 0.22% | -24.0% |
| Q4 2020 | $12,384,000 | +10.0% | 437,457 | +0.6% | 0.29% | -2.0% |
| Q3 2020 | $11,258,000 | -9.2% | 434,999 | -13.7% | 0.29% | -11.2% |
| Q2 2020 | $12,403,000 | +11.6% | 503,789 | -0.1% | 0.33% | -10.1% |
| Q1 2020 | $11,115,000 | -10.9% | 504,290 | +18.7% | 0.37% | +9.9% |
| Q4 2019 | $12,475,000 | +6.8% | 425,012 | +1.5% | 0.33% | -5.1% |
| Q3 2019 | $11,677,000 | +17.9% | 418,672 | +19.0% | 0.35% | +15.4% |
| Q2 2019 | $9,907,000 | -2.4% | 351,769 | -2.3% | 0.30% | -7.6% |
| Q1 2019 | $10,147,000 | +329.0% | 360,170 | +293.1% | 0.33% | +258.7% |
| Q4 2018 | $2,365,000 | +1053.7% | 91,626 | +1203.4% | 0.09% | +922.2% |
| Q4 2017 | $205,000 | – | 7,030 | – | 0.01% | – |
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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% |