Horan Securities, Inc. - LATTICE STRATEGIES TR ownership

LATTICE STRATEGIES TR's ticker is RODM and the CUSIP is 518416102. A total of 116 filers reported holding LATTICE STRATEGIES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Horan Securities, Inc. ownership history of LATTICE STRATEGIES TR
ValueSharesWeighting
Q2 2023$56,047
-0.0%
2,1290.0%0.02%
-17.2%
Q1 2023$56,069
-18.6%
2,129
-23.4%
0.03%
-25.6%
Q4 2022$68,882
-53.8%
2,779
-59.3%
0.04%
-57.6%
Q3 2022$149,000
-11.3%
6,8330.0%0.09%
-8.9%
Q2 2022$168,000
+21.7%
6,833
+44.1%
0.10%
+24.7%
Q1 2022$138,000
+2.2%
4,743
+6.0%
0.08%
+1.2%
Q4 2021$135,000
-11.2%
4,476
-9.3%
0.08%
-25.9%
Q2 2021$152,000
+4.8%
4,936
+0.8%
0.11%
-11.5%
Q1 2021$145,000
-76.1%
4,895
-77.1%
0.12%
-75.6%
Q4 2020$606,000
+79.3%
21,389
+63.5%
0.50%
+48.4%
Q3 2020$338,00013,0790.34%
Other shareholders
LATTICE STRATEGIES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Hartford Funds Management Co LLC 1,419,250$40,223,00035.97%
Lattice Strategies LLC 980,660$27,793,00021.72%
Paracle Advisors, LLC 599,923$17,019,0005.29%
STRATEGIC WEALTH MANAGEMENT INC 199,397$5,657,0005.04%
Smart Portfolios, LLC 265,279$7,526,0004.93%
MARINER INDEPENDENT ADVISOR NETWORK, LLC 230,760$6,546,0001.16%
Keystone Financial Group 40,804$1,146,0000.64%
Atria Investments, Inc 388,197$11,013,0000.48%
Cornerstone Wealth Management, LLC 941,157$33,517,0000.38%
Raymond James Financial Services Advisors, Inc. 684,749$19,426,0000.10%
View complete list of LATTICE STRATEGIES TR shareholders