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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $84,000 | -53.6% | 2,800 | -53.3% | 0.01% | -56.2% |
| Q3 2021 | $181,000 | -15.0% | 6,000 | -13.7% | 0.03% | -17.9% |
| Q2 2021 | $213,000 | -26.6% | 6,951 | -28.9% | 0.04% | -40.9% |
| Q1 2021 | $290,000 | -63.0% | 9,778 | -64.7% | 0.07% | -66.5% |
| Q4 2020 | $784,000 | -30.7% | 27,694 | -36.6% | 0.20% | -46.5% |
| Q3 2020 | $1,131,000 | +39.5% | 43,687 | +32.6% | 0.37% | +18.7% |
| Q2 2020 | $811,000 | – | 32,955 | – | 0.31% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Onyx Bridge Wealth Group LLC | 886,808 | $27,225,000 | 11.77% |
| Hartford Funds Management Co LLC | 3,119,835 | $95,810,000 | 10.39% |
| Fermata Advisors, LLC | 298,763 | $9,175,000 | 5.33% |
| ARGI Investment Services, LLC | 4,820,124 | $148,026,000 | 4.81% |
| IAG Wealth Partners, LLC | 384,562 | $11,810,000 | 4.24% |
| FOSTER & MOTLEY INC | 1,604,116 | $49,262,000 | 4.12% |
| White Pine Investment CO | 385,910 | $11,851,000 | 4.08% |
| Sowa Financial Group, Inc. | 143,830 | $4,417,000 | 3.27% |
| HOWARD FINANCIAL SERVICES, LTD. | 249,574 | $7,664,000 | 3.00% |
| SlateStone Wealth, LLC | 391,715 | $12,030,000 | 2.75% |