LATTICE STRATEGIES TR's ticker is RODM and the CUSIP is 518416102. A total of 28 filers reported holding LATTICE STRATEGIES TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $6,412,000 | -1.6% | 218,286 | -6.6% | 0.04% | -8.3% |
| Q3 2019 | $6,515,000 | -7.9% | 233,694 | -6.9% | 0.05% | -11.1% |
| Q2 2019 | $7,071,000 | -0.1% | 251,122 | -0.1% | 0.05% | -6.9% |
| Q1 2019 | $7,078,000 | -1.7% | 251,289 | -10.0% | 0.06% | -18.3% |
| Q4 2018 | $7,202,000 | -6.2% | 279,162 | +5.2% | 0.07% | -7.8% |
| Q3 2018 | $7,682,000 | +33.2% | 265,280 | +30.5% | 0.08% | -2.5% |
| Q2 2018 | $5,766,000 | +6.3% | 203,268 | +9.5% | 0.08% | +5.3% |
| Q1 2018 | $5,424,000 | +7.3% | 185,629 | +7.2% | 0.08% | +11.9% |
| Q4 2017 | $5,055,000 | +273.6% | 173,105 | +262.8% | 0.07% | +219.0% |
| Q3 2017 | $1,353,000 | +9564.3% | 47,711 | +9442.2% | 0.02% | – |
| Q2 2017 | $14,000 | +7.7% | 500 | 0.0% | 0.00% | – |
| Q1 2017 | $13,000 | – | 500 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hartford Funds Management Co LLC | 3,120,351 | $93,954,000 | 8.91% |
| ARGI Investment Services, LLC | 6,124,701 | $184,415,000 | 5.38% |
| FOSTER & MOTLEY INC | 1,841,837 | $55,458,000 | 4.32% |
| White Pine Investment CO | 386,496 | $11,637,000 | 3.87% |
| IAG Wealth Partners, LLC | 364,550 | $10,977,000 | 3.52% |
| HOWARD FINANCIAL SERVICES, LTD. | 388,072 | $11,685,000 | 3.50% |
| Trilogy Capital Inc. | 1,095,795 | $32,994,000 | 2.47% |
| Sowa Financial Group, Inc. | 139,261 | $4,193,000 | 2.46% |
| Quantitative Advantage, LLC | 453,364 | $13,651,000 | 2.11% |
| Baystate Wealth Management LLC | 705,571 | $21,245,000 | 1.92% |