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 | ||||
|---|---|---|---|---|---|---|
| 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% | 2,112 | 0.0% | 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 | $75,000 | 0.0% | 2,448 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $75,000 | 0.0% | 2,448 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $75,000 | 0.0% | 2,448 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $75,000 | 0.0% | 2,448 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $75,000 | 0.0% | 2,448 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $75,000 | 0.0% | 2,448 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $75,000 | 0.0% | 2,448 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $75,000 | 0.0% | 2,448 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $75,000 | 0.0% | 2,448 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $75,000 | +1400.0% | 2,448 | +1124.0% | 0.00% | – |
| Q4 2018 | $5,000 | -16.7% | 200 | 0.0% | 0.00% | – |
| Q3 2018 | $6,000 | -64.7% | 200 | -66.7% | 0.00% | -100.0% |
| Q2 2018 | $17,000 | – | 600 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Onyx Bridge Wealth Group LLC | 886,808 | $27,225,000 | 11.77% |
| Hartford Funds Management Co LLC | 3,119,835 | $95,810,000 | 10.39% |
| Fermata Advisors, LLC | 298,763 | $9,175,000 | 5.33% |
| ARGI Investment Services, LLC | 4,820,124 | $148,026,000 | 4.81% |
| IAG Wealth Partners, LLC | 384,562 | $11,810,000 | 4.24% |
| FOSTER & MOTLEY INC | 1,604,116 | $49,262,000 | 4.12% |
| White Pine Investment CO | 385,910 | $11,851,000 | 4.08% |
| Sowa Financial Group, Inc. | 143,830 | $4,417,000 | 3.27% |
| HOWARD FINANCIAL SERVICES, LTD. | 249,574 | $7,664,000 | 3.00% |
| SlateStone Wealth, LLC | 391,715 | $12,030,000 | 2.75% |