LATTICE STRATEGIES TR's ticker is RODM and the CUSIP is 518416102. A total of 120 filers reported holding LATTICE STRATEGIES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $76,000 | -21.6% | 3,501 | -10.4% | 0.01% | -9.1% |
| Q2 2022 | $97,000 | -70.8% | 3,909 | -65.7% | 0.01% | -68.6% |
| Q1 2022 | $332,000 | -18.4% | 11,413 | -15.5% | 0.04% | -18.6% |
| Q4 2021 | $407,000 | -51.8% | 13,513 | -51.9% | 0.04% | -54.3% |
| Q3 2021 | $845,000 | -13.2% | 28,074 | -11.5% | 0.09% | -12.1% |
| Q2 2021 | $974,000 | -21.3% | 31,713 | -23.9% | 0.11% | -42.2% |
| Q1 2021 | $1,238,000 | -16.2% | 41,696 | -20.2% | 0.18% | -29.7% |
| Q4 2020 | $1,478,000 | +11.0% | 52,219 | +1.5% | 0.26% | -5.7% |
| Q3 2020 | $1,332,000 | +3.7% | 51,459 | +4.3% | 0.28% | +1.1% |
| Q2 2020 | $1,285,000 | +38.2% | 49,331 | +20.6% | 0.28% | +11.7% |
| Q1 2020 | $930,000 | -2.6% | 40,890 | +25.2% | 0.25% | +10.3% |
| Q4 2019 | $955,000 | – | 32,672 | – | 0.22% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hartford Funds Management Co LLC | 3,346,288 | $85,832,287 | 9.13% |
| Vawter Financial, Ltd. | 256,112 | $6,569,273 | 5.90% |
| Mill Creek Capital Advisors, LLC | 6,472,468 | $166,018,799 | 5.52% |
| FOSTER & MOTLEY INC | 1,765,853 | $45,294 | 3.71% |
| Resource Planning Group | 154,692 | $3,967,860 | 3.36% |
| Arden Trust Co | 652,729 | $16,742,519 | 2.79% |
| Sowa Financial Group, Inc. | 137,440 | $3,525 | 2.65% |
| WCG Wealth Advisors LLC | 1,220,091 | $31,687 | 2.32% |
| Trilogy Capital Inc. | 1,234,926 | $31,675,857 | 2.14% |
| Baystate Wealth Management LLC | 867,013 | $22,238,896 | 1.83% |