LATTICE STRATEGIES TR's ticker is ROUS and the CUSIP is 518416409. A total of 17 filers reported holding LATTICE STRATEGIES TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 5.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $4,962,000 | +102.9% | 147,247 | +94.1% | 0.03% | +88.9% |
| Q3 2019 | $2,445,000 | +38.9% | 75,873 | +36.5% | 0.02% | +38.5% |
| Q2 2019 | $1,760,000 | -0.5% | 55,582 | -2.9% | 0.01% | -13.3% |
| Q1 2019 | $1,769,000 | +88.6% | 57,233 | +69.5% | 0.02% | +66.7% |
| Q4 2018 | $938,000 | +112.2% | 33,767 | +152.6% | 0.01% | +125.0% |
| Q3 2018 | $442,000 | +3300.0% | 13,366 | +3241.5% | 0.00% | – |
| Q2 2018 | $13,000 | – | 400 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hartford Funds Management Co LLC | 2,399,181 | $105,611,000 | 10.02% |
| Resource Planning Group | 31,697 | $1,395,000 | 0.94% |
| COLDSTREAM CAPITAL MANAGEMENT INC | 545,364 | $24,007,000 | 0.75% |
| AVANTAX ADVISORY SERVICES, INC. | 534,301 | $23,520,000 | 0.35% |
| Colonial River Wealth Management, LLC | 14,806 | $652,000 | 0.35% |
| First PREMIER Bank | 24,390 | $1,073,000 | 0.28% |
| Kathleen S. Wright Associates Inc. | 3,881 | $171,000 | 0.13% |
| Ten Capital Wealth Advisors, LLC | 6,982 | $307,000 | 0.12% |
| NEXT Financial Group, Inc | 42,160 | $1,856,000 | 0.12% |
| Capital Asset Advisory Services LLC | 26,168 | $1,152,000 | 0.12% |