CWM, LLC - LATTICE STRATEGIES TR ownership

LATTICE STRATEGIES TR's ticker is RODM and the CUSIP is 518416102. A total of 42 filers reported holding LATTICE STRATEGIES TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 1.8%.

Quarter-by-quarter ownership
CWM, LLC ownership history of LATTICE STRATEGIES TR
ValueSharesWeighting
Q2 2024$12
-7.7%
4500.0%0.00%
Q1 2024$13
-81.4%
450
-82.5%
0.00%
Q4 2023$70
+150.0%
2,570
+136.2%
0.00%
Q3 2023$28
-28.2%
1,088
-25.8%
0.00%
Q2 2023$39
+2.6%
1,467
+0.6%
0.00%
Q1 2023$38
-22.4%
1,458
-26.0%
0.00%
Q4 2022$49
-99.9%
1,971
-6.7%
0.00%
Q3 2022$46,000
-13.2%
2,1120.0%0.00%
Q2 2022$53,000
-58.9%
2,112
-52.4%
0.00%
-100.0%
Q1 2022$129,000
-64.9%
4,433
-63.7%
0.00%
-66.7%
Q4 2021$368,000
+390.7%
12,217
+399.1%
0.00%
+200.0%
Q2 2021$75,0000.0%2,4480.0%0.00%0.0%
Q1 2021$75,0000.0%2,4480.0%0.00%0.0%
Q4 2020$75,0000.0%2,4480.0%0.00%0.0%
Q3 2020$75,0000.0%2,4480.0%0.00%0.0%
Q2 2020$75,0000.0%2,4480.0%0.00%0.0%
Q1 2020$75,0000.0%2,4480.0%0.00%0.0%
Q4 2019$75,0000.0%2,4480.0%0.00%0.0%
Q3 2019$75,0000.0%2,4480.0%0.00%0.0%
Q2 2019$75,0000.0%2,4480.0%0.00%0.0%
Q1 2019$75,000
+1400.0%
2,448
+1124.0%
0.00%
Q4 2018$5,000
-16.7%
2000.0%0.00%
Q3 2018$6,000
-64.7%
200
-66.7%
0.00%
-100.0%
Q2 2018$17,0006000.00%
Other shareholders
LATTICE STRATEGIES TR shareholders Q2 2018
NameSharesValueWeighting ↓
Hartford Funds Management Co LLC 3,345,605$92,413,9748.67%
Bennett Associates Wealth Management 186,106$5,140,7124.63%
Vawter Financial, Ltd. 205,340$5,672,0043.89%
FOSTER & MOTLEY INC 1,908,324$52,7133.62%
Arden Trust Co 486,191$13,429,8151.88%
Sowa Financial Group, Inc. 85,931$2,3741.80%
WCG Wealth Advisors LLC 843,387$23,2961.72%
Goldstein Advisors, LLC 360,304$9,952,4921.66%
Mill Creek Capital Advisors, LLC 2,253,681$62,252,3151.58%
Trilogy Capital Inc. 666,789$18,418,3931.00%
View complete list of LATTICE STRATEGIES TR shareholders