UBS Group AG - LATTICE STRATEGIES TR ownership

LATTICE STRATEGIES TR's ticker is ROSC and the CUSIP is 518416508. A total of 18 filers reported holding LATTICE STRATEGIES TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
UBS Group AG ownership history of LATTICE STRATEGIES TR
ValueSharesWeighting
Q3 2023$8,259
+259.6%
229
+269.4%
0.00%
Q2 2023$2,297
-91.2%
62
-91.5%
0.00%
Q1 2023$26,022
-54.2%
726
-54.4%
0.00%
Q4 2022$56,767
+1035.3%
1,591
+939.9%
0.00%
Q3 2022$5,000
-87.8%
153
-87.3%
0.00%
Q2 2022$41,000
+925.0%
1,208
+1120.2%
0.00%
Q1 2022$4,000
-91.8%
99
-91.8%
0.00%
Q4 2021$49,000
+2350.0%
1,200
+1933.9%
0.00%
Q3 2021$2,000
-96.8%
59
-96.4%
0.00%
Q1 2021$62,000
+55.0%
1,653
+30.8%
0.00%
Q4 2020$40,000
+11.1%
1,264
-10.0%
0.00%
Q3 2020$36,000
-52.0%
1,404
-53.4%
0.00%
Q2 2020$75,000
+275.0%
3,011
+202.9%
0.00%
Q1 2020$20,000
-55.6%
994
-32.9%
0.00%
Q4 2019$45,000
-11.8%
1,481
-16.6%
0.00%
Q3 2019$51,000
+168.4%
1,775
+177.8%
0.00%
Q2 2019$19,000
+46.2%
639
+32.8%
0.00%
Q4 2018$13,000
-27.8%
481
-14.1%
0.00%
Q2 2018$18,000
-70.5%
560
-70.9%
0.00%
Q1 2018$61,000
+3.4%
1,923
+3.1%
0.00%
Q4 2017$59,000
-47.8%
1,866
-49.8%
0.00%
Q3 2017$113,000
+1514.3%
3,717
+1213.4%
0.00%
Q4 2016$7,000283
+2730.0%
0.00%
Q1 2016$0
-100.0%
10
-98.6%
0.00%
Q3 2015$16,0007000.00%
Other shareholders
LATTICE STRATEGIES TR shareholders Q2 2019
NameSharesValueWeighting ↓
Independent Wealth Network Inc. 16,125$654,0000.40%
Kathleen S. Wright Associates Inc. 5,499$223,0000.16%
NORTHWEST WEALTH MANAGEMENT, LLC 5,378$218,0000.10%
Capital Asset Advisory Services LLC 8,701$353,0000.04%
Patriot Financial Group Insurance Agency, LLC 4,271$173,0000.03%
Advisory Services Network, LLC 12,617$511,0000.02%
LPL Financial LLC 75,485$3,059,0000.00%
CREATIVE FINANCIAL DESIGNS INC /ADV 365$15,0000.00%
BENJAMIN F. EDWARDS & COMPANY, INC. 500$20,0000.00%
American Portfolios Advisors 494$20,0210.00%
View complete list of LATTICE STRATEGIES TR shareholders