LATTICE STRATEGIES TR's ticker is RODM and the CUSIP is 518416102. A total of 120 filers reported holding LATTICE STRATEGIES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.9%.
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 | 2,569,835 | $72,752,000 | 10.45% |
| ARGI Investment Services, LLC | 5,253,716 | $148,733,000 | 5.78% |
| IAG Wealth Partners, LLC | 405,920 | $11,492,000 | 4.69% |
| Onyx Bridge Wealth Group LLC | 247,615 | $7,010,000 | 4.59% |
| White Pine Investment CO | 373,995 | $10,588,000 | 4.29% |
| Parcion Private Wealth LLC | 1,102,825 | $31,221,000 | 4.13% |
| Paracle Advisors, LLC | 713,290 | $20,193,000 | 3.86% |
| FOSTER & MOTLEY INC | 1,157,726 | $32,775,000 | 3.17% |
| Baystate Wealth Management LLC | 960,022 | $27,178,000 | 3.10% |
| Sowa Financial Group, Inc. | 153,633 | $4,349,000 | 2.93% |