LATTICE STRATEGIES TR's ticker is RODM and the CUSIP is 518416102. A total of 142 filers reported holding LATTICE STRATEGIES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $108,000 | +5.9% | 4,175 | 0.0% | 0.02% | 0.0% |
| Q2 2020 | $102,000 | +10.9% | 4,175 | 0.0% | 0.02% | -16.7% |
| Q1 2020 | $92,000 | -1.1% | 4,175 | +32.5% | 0.02% | +12.5% |
| Q4 2019 | $93,000 | +116.3% | 3,150 | +103.2% | 0.02% | +100.0% |
| Q3 2019 | $43,000 | +126.3% | 1,550 | +121.4% | 0.01% | +100.0% |
| Q2 2019 | $19,000 | +11.8% | 700 | +16.5% | 0.00% | +33.3% |
| Q3 2018 | $17,000 | -37.0% | 601 | -37.1% | 0.00% | -40.0% |
| Q2 2018 | $27,000 | – | 955 | – | 0.01% | – |
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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% |