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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $3,347 | -98.9% | 135 | -99.1% | 0.00% | -100.0% |
| Q3 2022 | $316,000 | -18.6% | 14,519 | -6.8% | 0.00% | 0.0% |
| Q2 2022 | $388,000 | +18.3% | 15,584 | +38.5% | 0.00% | 0.0% |
| Q1 2022 | $328,000 | -8.1% | 11,248 | -5.0% | 0.00% | 0.0% |
| Q4 2021 | $357,000 | -3.0% | 11,846 | -3.2% | 0.00% | 0.0% |
| Q3 2021 | $368,000 | -2.6% | 12,240 | -0.5% | 0.00% | 0.0% |
| Q2 2021 | $378,000 | +14.5% | 12,301 | +10.7% | 0.00% | 0.0% |
| Q1 2021 | $330,000 | +50.0% | 11,110 | +43.1% | 0.00% | – |
| Q4 2020 | $220,000 | – | 7,766 | – | 0.00% | – |
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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% |