LATTICE STRATEGIES TR's ticker is RODM and the CUSIP is 518416102. A total of 129 filers reported holding LATTICE STRATEGIES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $501,399 | -71.3% | 19,550 | -68.8% | 0.02% | -39.5% |
| Q2 2023 | $1,745,033 | +41.4% | 62,648 | +49.2% | 0.04% | -29.6% |
| Q1 2023 | $1,233,927 | +152048.8% | 41,985 | +52.8% | 0.05% | +145.5% |
| Q4 2022 | $811 | -99.9% | 27,484 | +39.2% | 0.02% | +46.7% |
| Q3 2022 | $584,000 | +1.2% | 19,741 | +1.0% | 0.02% | -16.7% |
| Q2 2022 | $577,000 | -34.6% | 19,543 | -34.6% | 0.02% | +63.6% |
| Q1 2022 | $882,000 | +180.9% | 29,905 | +188.6% | 0.01% | +83.3% |
| Q4 2021 | $314,000 | -4.3% | 10,362 | -5.1% | 0.01% | -14.3% |
| Q3 2021 | $328,000 | -9.1% | 10,921 | -7.5% | 0.01% | 0.0% |
| Q2 2021 | $361,000 | -4.7% | 11,808 | -7.5% | 0.01% | 0.0% |
| Q1 2021 | $379,000 | -44.8% | 12,767 | -47.1% | 0.01% | -75.0% |
| Q4 2020 | $687,000 | -10.4% | 24,117 | -18.1% | 0.03% | -39.1% |
| Q3 2020 | $767,000 | +30.9% | 29,449 | +22.5% | 0.05% | 0.0% |
| Q2 2020 | $586,000 | -84.4% | 24,037 | -85.7% | 0.05% | -87.8% |
| Q1 2020 | $3,746,000 | -25.3% | 168,591 | -0.9% | 0.38% | +0.3% |
| Q4 2019 | $5,017,000 | +5.7% | 170,154 | -0.3% | 0.38% | +18.6% |
| Q3 2019 | $4,745,000 | +393.8% | 170,695 | +357.5% | 0.32% | +439.0% |
| Q4 2018 | $961,000 | +234.8% | 37,314 | +276.1% | 0.06% | +391.7% |
| Q3 2018 | $287,000 | -22.8% | 9,920 | -24.4% | 0.01% | -25.0% |
| Q2 2018 | $372,000 | – | 13,125 | – | 0.02% | – |
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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% |