LATTICE STRATEGIES TR's ticker is ROSC and the CUSIP is 518416508. A total of 19 filers reported holding LATTICE STRATEGIES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $86,339 | +371.8% | 2,394 | +384.6% | 0.00% | – |
| Q2 2023 | $18,299 | -78.7% | 494 | -79.4% | 0.00% | – |
| Q1 2023 | $85,830 | +387.0% | 2,399 | +383.7% | 0.00% | – |
| Q4 2022 | $17,626 | -91.4% | 496 | -92.2% | 0.00% | – |
| Q3 2022 | $206,000 | +46.1% | 6,358 | +52.5% | 0.00% | – |
| Q2 2022 | $141,000 | -0.7% | 4,169 | +12.8% | 0.00% | – |
| Q1 2022 | $142,000 | +12.7% | 3,695 | +18.8% | 0.00% | – |
| Q4 2021 | $126,000 | +55.6% | 3,109 | +45.4% | 0.00% | – |
| Q3 2021 | $81,000 | +478.6% | 2,138 | +367.8% | 0.00% | – |
| Q4 2020 | $14,000 | +27.3% | 457 | +1.3% | 0.00% | – |
| Q3 2020 | $11,000 | 0.0% | 451 | 0.0% | 0.00% | – |
| Q2 2020 | $11,000 | -47.6% | 451 | -56.5% | 0.00% | – |
| Q1 2020 | $21,000 | – | 1,036 | – | 0.00% | – |
Download | ||||||
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% |