LATTICE STRATEGIES TR's ticker is ROUS and the CUSIP is 518416409. A total of 38 filers reported holding LATTICE STRATEGIES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
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 | 2,662,076 | $85,772,000 | 10.85% |
| Paracle Advisors, LLC | 359,017 | $12,098,000 | 2.82% |
| Claybrook Capital, LLC | 100,000 | $3,454,000 | 1.61% |
| Resource Planning Group | 68,731 | $2,316,000 | 1.33% |
| Capital Asset Advisory Services LLC | 79,183 | $2,747,000 | 0.65% |
| First PREMIER Bank | 26,612 | $897,000 | 0.42% |
| AVANTAX ADVISORY SERVICES, INC. | 469,567 | $15,827,000 | 0.37% |
| Financial Advocates Investment Management | 40,484 | $1,364,000 | 0.14% |
| Aurora Private Wealth, Inc. | 9,750 | $329,000 | 0.12% |
| Raymond James Financial Services Advisors, Inc. | 998,414 | $33,647,000 | 0.11% |