LATTICE STRATEGIES TR's ticker is RODM and the CUSIP is 518416102. A total of 129 filers reported holding LATTICE STRATEGIES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $460,000 | -24.5% | 15,473 | -25.8% | 0.05% | -37.5% |
| Q4 2020 | $609,000 | -36.0% | 20,860 | -43.3% | 0.08% | -40.3% |
| Q3 2020 | $952,000 | +89.6% | 36,797 | +80.4% | 0.13% | +71.8% |
| Q2 2020 | $502,000 | +45.9% | 20,395 | +30.8% | 0.08% | +20.0% |
| Q1 2020 | $344,000 | -23.7% | 15,594 | +1.5% | 0.06% | -15.6% |
| Q4 2019 | $451,000 | +5.9% | 15,370 | +0.5% | 0.08% | -9.4% |
| Q3 2019 | $426,000 | +2.4% | 15,290 | +3.3% | 0.08% | -10.5% |
| Q2 2019 | $416,000 | +1.0% | 14,805 | +1.3% | 0.10% | -9.5% |
| Q1 2019 | $412,000 | +17.7% | 14,615 | +7.6% | 0.10% | +22.1% |
| Q4 2018 | $350,000 | – | 13,585 | – | 0.09% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hartford Funds Management Co LLC | 2,569,835 | $72,752,000 | 10.45% |
| ARGI Investment Services, LLC | 5,253,716 | $148,733,000 | 5.78% |
| IAG Wealth Partners, LLC | 405,920 | $11,492,000 | 4.69% |
| Onyx Bridge Wealth Group LLC | 247,615 | $7,010,000 | 4.59% |
| White Pine Investment CO | 373,995 | $10,588,000 | 4.29% |
| Parcion Private Wealth LLC | 1,102,825 | $31,221,000 | 4.13% |
| Paracle Advisors, LLC | 713,290 | $20,193,000 | 3.86% |
| FOSTER & MOTLEY INC | 1,157,726 | $32,775,000 | 3.17% |
| Baystate Wealth Management LLC | 960,022 | $27,178,000 | 3.10% |
| Sowa Financial Group, Inc. | 153,633 | $4,349,000 | 2.93% |