LATTICE STRATEGIES TR's ticker is ROUS and the CUSIP is 518416409. A total of 25 filers reported holding LATTICE STRATEGIES TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $21,000 | +10.5% | 622 | +0.8% | 0.00% | 0.0% |
| Q3 2019 | $19,000 | 0.0% | 617 | +0.5% | 0.00% | 0.0% |
| Q2 2019 | $19,000 | +5.6% | 614 | +0.5% | 0.00% | 0.0% |
| Q1 2019 | $18,000 | -63.3% | 611 | -65.3% | 0.00% | -66.7% |
| Q4 2018 | $49,000 | -80.3% | 1,763 | -76.6% | 0.01% | -73.9% |
| Q3 2018 | $249,000 | +4.6% | 7,542 | -0.3% | 0.05% | -4.2% |
| Q2 2018 | $238,000 | – | 7,565 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hartford Funds Management Co LLC | 2,623,718 | $68,453,000 | 10.24% |
| Paracle Advisors, LLC | 378,194 | $9,867,000 | 2.67% |
| Claybrook Capital, LLC | 100,000 | $2,609,000 | 2.37% |
| Resource Planning Group | 45,899 | $1,198,000 | 1.04% |
| Capital Asset Advisory Services LLC | 99,407 | $2,726,000 | 0.72% |
| First PREMIER Bank | 26,612 | $694,000 | 0.39% |
| AVANTAX ADVISORY SERVICES, INC. | 495,777 | $12,930,000 | 0.39% |
| NEXT Financial Group, Inc | 31,274 | $816,000 | 0.10% |
| Financial Advocates Investment Management | 12,949 | $338,000 | 0.05% |
| OSAIC HOLDINGS, INC. | 356,762 | $8,501,000 | 0.04% |