LATTICE STRATEGIES TR's ticker is RODM and the CUSIP is 518416102. A total of 137 filers reported holding LATTICE STRATEGIES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
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 | 3,120,351 | $93,954,000 | 8.91% |
| ARGI Investment Services, LLC | 6,124,701 | $184,415,000 | 5.38% |
| FOSTER & MOTLEY INC | 1,841,837 | $55,458,000 | 4.32% |
| White Pine Investment CO | 386,496 | $11,637,000 | 3.87% |
| IAG Wealth Partners, LLC | 364,550 | $10,977,000 | 3.52% |
| HOWARD FINANCIAL SERVICES, LTD. | 388,072 | $11,685,000 | 3.50% |
| Trilogy Capital Inc. | 1,095,795 | $32,994,000 | 2.47% |
| Sowa Financial Group, Inc. | 139,261 | $4,193,000 | 2.46% |
| Quantitative Advantage, LLC | 453,364 | $13,651,000 | 2.11% |
| Baystate Wealth Management LLC | 705,571 | $21,245,000 | 1.92% |