LATTICE STRATEGIES TR's ticker is RODM and the CUSIP is 518416102. A total of 75 filers reported holding LATTICE STRATEGIES TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $13,234,000 | +5.2% | 450,602 | -0.1% | 0.36% | -19.9% |
| Q3 2019 | $12,579,000 | +6.4% | 451,173 | +1.9% | 0.45% | +1.6% |
| Q2 2019 | $11,821,000 | +19.9% | 442,742 | +26.5% | 0.44% | +5.8% |
| Q1 2019 | $9,855,000 | +125.5% | 349,858 | +106.5% | 0.42% | +114.9% |
| Q4 2018 | $4,371,000 | -59.8% | 169,408 | -54.8% | 0.19% | -54.8% |
| Q3 2018 | $10,860,000 | -1.4% | 375,000 | -3.4% | 0.43% | -11.4% |
| Q2 2018 | $11,013,000 | – | 388,197 | – | 0.48% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hartford Funds Management Co LLC | 2,569,835 | $63,269,000 | 7.95% |
| ARGI Investment Services, LLC | 4,981,454 | $128,920,000 | 5.78% |
| IAG Wealth Partners, LLC | 405,969 | $10,507,000 | 4.85% |
| White Pine Investment CO | 364,040 | $9,421,000 | 4.34% |
| Parcion Private Wealth LLC | 1,088,200 | $28,282,000 | 4.32% |
| VIVID FINANCIAL MANAGEMENT, INC. | 235,260 | $6,089,000 | 3.74% |
| Paracle Advisors, LLC | 666,150 | $17,239,000 | 3.72% |
| Baystate Wealth Management LLC | 1,201,043 | $31,083,000 | 3.71% |
| CLIENT 1ST ADVISORY GROUP, LLC | 178,452 | $4,886,000 | 3.42% |
| FOSTER & MOTLEY INC | 1,075,629 | $27,837,000 | 3.28% |