LATTICE STRATEGIES TR's ticker is RODM and the CUSIP is 518416102. A total of 133 filers reported holding LATTICE STRATEGIES TR in Q2 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 ↓ |
|---|---|---|---|
| Hartford Funds Management Co LLC | 2,569,835 | $63,269,000 | 7.95% |
| ARGI Investment Services, LLC | 4,981,454 | $128,920,000 | 5.78% |
| IAG Wealth Partners, LLC | 405,969 | $10,507,000 | 4.85% |
| White Pine Investment CO | 364,040 | $9,421,000 | 4.34% |
| Parcion Private Wealth LLC | 1,088,200 | $28,282,000 | 4.32% |
| VIVID FINANCIAL MANAGEMENT, INC. | 235,260 | $6,089,000 | 3.74% |
| Paracle Advisors, LLC | 666,150 | $17,239,000 | 3.72% |
| Baystate Wealth Management LLC | 1,201,043 | $31,083,000 | 3.71% |
| CLIENT 1ST ADVISORY GROUP, LLC | 178,452 | $4,886,000 | 3.42% |
| FOSTER & MOTLEY INC | 1,075,629 | $27,837,000 | 3.28% |