LATTICE STRATEGIES TR's ticker is RODM and the CUSIP is 518416102. A total of 141 filers reported holding LATTICE STRATEGIES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,512,222 | +309.6% | 58,956 | +320.3% | 0.01% | +25.0% |
| Q2 2023 | $369,164 | -76.0% | 14,026 | -76.0% | 0.00% | -77.8% |
| Q1 2023 | $1,536,584 | +0.6% | 58,359 | +0.8% | 0.02% | -10.0% |
| Q4 2022 | $1,527,760 | +32.8% | 57,870 | +10.2% | 0.02% | +25.0% |
| Q3 2022 | $1,150,000 | +64.1% | 52,506 | +86.3% | 0.02% | +60.0% |
| Q2 2022 | $701,000 | -83.2% | 28,184 | -80.2% | 0.01% | -82.1% |
| Q1 2022 | $4,171,000 | -48.9% | 142,114 | -49.0% | 0.06% | -52.1% |
| Q4 2021 | $8,165,000 | +200.8% | 278,480 | +217.1% | 0.12% | +192.5% |
| Q3 2021 | $2,714,000 | – | 87,824 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Onyx Bridge Wealth Group LLC | 886,808 | $27,225,000 | 11.77% |
| Hartford Funds Management Co LLC | 3,119,835 | $95,810,000 | 10.39% |
| Fermata Advisors, LLC | 298,763 | $9,175,000 | 5.33% |
| ARGI Investment Services, LLC | 4,820,124 | $148,026,000 | 4.81% |
| IAG Wealth Partners, LLC | 384,562 | $11,810,000 | 4.24% |
| FOSTER & MOTLEY INC | 1,604,116 | $49,262,000 | 4.12% |
| White Pine Investment CO | 385,910 | $11,851,000 | 4.08% |
| Sowa Financial Group, Inc. | 143,830 | $4,417,000 | 3.27% |
| HOWARD FINANCIAL SERVICES, LTD. | 249,574 | $7,664,000 | 3.00% |
| SlateStone Wealth, LLC | 391,715 | $12,030,000 | 2.75% |