LATTICE STRATEGIES TR's ticker is RODM and the CUSIP is 518416102. A total of 122 filers reported holding LATTICE STRATEGIES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $44,761 | +30.7% | 1,700 | +23.0% | 0.00% | 0.0% |
| Q4 2022 | $34,260 | -54.3% | 1,382 | -43.2% | 0.00% | -50.0% |
| Q2 2021 | $75,000 | +1775.0% | 2,431 | +1221.2% | 0.00% | – |
| Q1 2020 | $4,000 | -83.3% | 184 | -76.8% | 0.00% | -100.0% |
| Q4 2019 | $24,000 | +100.0% | 793 | +85.3% | 0.00% | 0.0% |
| Q3 2019 | $12,000 | 0.0% | 428 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $12,000 | -29.4% | 428 | -30.5% | 0.00% | 0.0% |
| Q1 2019 | $17,000 | – | 616 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hartford Funds Management Co LLC | 1,419,250 | $40,223,000 | 35.97% |
| Lattice Strategies LLC | 980,660 | $27,793,000 | 21.72% |
| Paracle Advisors, LLC | 599,923 | $17,019,000 | 5.29% |
| STRATEGIC WEALTH MANAGEMENT INC | 199,397 | $5,657,000 | 5.04% |
| Smart Portfolios, LLC | 265,279 | $7,526,000 | 4.93% |
| MARINER INDEPENDENT ADVISOR NETWORK, LLC | 230,760 | $6,546,000 | 1.16% |
| Keystone Financial Group | 40,804 | $1,146,000 | 0.64% |
| Atria Investments, Inc | 388,197 | $11,013,000 | 0.48% |
| Cornerstone Wealth Management, LLC | 941,157 | $33,517,000 | 0.38% |
| Raymond James Financial Services Advisors, Inc. | 684,749 | $19,426,000 | 0.10% |