Sunbelt Securities, Inc. - LATTICE STRATEGIES TR ownership

LATTICE STRATEGIES TR's ticker is RODM and the CUSIP is 518416102. A total of 83 filers reported holding LATTICE STRATEGIES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 1.2%.

Quarter-by-quarter ownership
Sunbelt Securities, Inc. ownership history of LATTICE STRATEGIES TR
ValueSharesWeighting
Q3 2023$13,928
-2.5%
5430.0%0.00%0.0%
Q2 2023$14,292
-98.6%
543
-98.5%
0.00%
-99.5%
Q2 2019$987,000
+7.6%
35,047
+7.7%
0.43%
-6.3%
Q1 2019$917,000
+196.8%
32,535
+171.7%
0.46%
+154.4%
Q4 2018$309,00011,9740.18%
Other shareholders
LATTICE STRATEGIES TR shareholders Q1 2019
NameSharesValueWeighting ↓
Hartford Funds Management Co LLC 3,346,288$85,832,2879.13%
Vawter Financial, Ltd. 256,112$6,569,2735.90%
Mill Creek Capital Advisors, LLC 6,472,468$166,018,7995.52%
FOSTER & MOTLEY INC 1,765,853$45,2943.71%
Resource Planning Group 154,692$3,967,8603.36%
Arden Trust Co 652,729$16,742,5192.79%
Sowa Financial Group, Inc. 137,440$3,5252.65%
WCG Wealth Advisors LLC 1,220,091$31,6872.32%
Trilogy Capital Inc. 1,234,926$31,675,8572.14%
Baystate Wealth Management LLC 867,013$22,238,8961.83%
View complete list of LATTICE STRATEGIES TR shareholders