LATTICE STRATEGIES TR's ticker is RODM and the CUSIP is 518416102. A total of 122 filers reported holding LATTICE STRATEGIES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.8%.
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 ↓ |
|---|---|---|---|
| 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% |