LATTICE STRATEGIES TR's ticker is ROUS and the CUSIP is 518416409. A total of 45 filers reported holding LATTICE STRATEGIES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $212,982 | +0.5% | 5,341 | +5.9% | 0.00% | – |
| Q1 2022 | $212,000 | -62.6% | 5,044 | -70.0% | 0.00% | -100.0% |
| Q4 2019 | $567,000 | +41.4% | 16,812 | +29.6% | 0.00% | 0.0% |
| Q1 2019 | $401,000 | -86.3% | 12,968 | -85.4% | 0.00% | -83.3% |
| Q3 2018 | $2,926,000 | +631.5% | 88,549 | +596.4% | 0.01% | +500.0% |
| Q2 2018 | $400,000 | -57.8% | 12,716 | -58.2% | 0.00% | -50.0% |
| Q1 2018 | $948,000 | -33.1% | 30,443 | -32.8% | 0.00% | -50.0% |
| Q4 2017 | $1,417,000 | +141.8% | 45,304 | +122.1% | 0.00% | +100.0% |
| Q3 2017 | $586,000 | -43.9% | 20,398 | -54.4% | 0.00% | -60.0% |
| Q2 2016 | $1,045,000 | +25.9% | 44,746 | +27.8% | 0.01% | 0.0% |
| Q1 2016 | $830,000 | – | 35,024 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hartford Funds Management Co LLC | 2,523,784 | $88,579,000 | 12.72% |
| Paracle Advisors, LLC | 469,062 | $16,462,000 | 3.14% |
| Onyx Bridge Wealth Group LLC | 102,483 | $3,597,000 | 2.36% |
| Resource Planning Group | 38,684 | $1,358,000 | 0.97% |
| Capital Asset Advisory Services LLC | 121,073 | $4,249,000 | 0.76% |
| AVANTAX ADVISORY SERVICES, INC. | 535,992 | $18,809,000 | 0.45% |
| First PREMIER Bank | 26,215 | $920,000 | 0.36% |
| Colonial River Wealth Management, LLC | 10,507 | $386,000 | 0.18% |
| NEXT Financial Group, Inc | 36,304 | $1,274,000 | 0.12% |
| Ten Capital Wealth Advisors, LLC | 9,672 | $339,000 | 0.10% |