LATTICE STRATEGIES TR's ticker is ROSC and the CUSIP is 518416508. A total of 16 filers reported holding LATTICE STRATEGIES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $70,000 | -14.6% | 2,173 | -9.8% | 0.01% | 0.0% |
| Q2 2022 | $82,000 | -69.1% | 2,408 | -65.1% | 0.01% | -67.9% |
| Q1 2022 | $265,000 | -24.9% | 6,892 | -20.8% | 0.03% | -24.3% |
| Q4 2021 | $353,000 | -47.2% | 8,701 | -50.4% | 0.04% | -50.0% |
| Q3 2021 | $668,000 | -12.2% | 17,551 | -9.3% | 0.07% | -10.8% |
| Q2 2021 | $761,000 | -32.4% | 19,343 | -35.1% | 0.08% | -50.6% |
| Q1 2021 | $1,125,000 | +25.8% | 29,822 | +5.2% | 0.17% | +5.7% |
| Q4 2020 | $894,000 | +20.0% | 28,352 | -2.1% | 0.16% | +1.9% |
| Q3 2020 | $745,000 | -2.2% | 28,948 | +3.4% | 0.16% | -4.9% |
| Q2 2020 | $762,000 | +21.3% | 28,003 | -4.2% | 0.16% | -1.8% |
| Q1 2020 | $628,000 | -5.6% | 29,223 | +31.2% | 0.17% | +7.1% |
| Q4 2019 | $665,000 | – | 22,281 | – | 0.16% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wagner Wealth Management, LLC | 27,482 | $980,587 | 0.61% |
| Independent Wealth Network Inc. | 9,451 | $337,214 | 0.23% |
| Kathleen S. Wright Associates Inc. | 4,773 | $170,000 | 0.12% |
| Atria Wealth Solutions, Inc. | 101,570 | $3,624,097 | 0.06% |
| Advisory Services Network, LLC | 10,140 | $361,804 | 0.01% |
| Mariner, LLC | 50,050 | $1,786 | 0.01% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 446 | $15,913 | 0.00% |
| LPL Financial LLC | 73,012 | $2,605,145 | 0.00% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 775 | $28 | 0.00% |
| WELLS FARGO & COMPANY/MN | 0 | $0 | 0.00% |