LATTICE STRATEGIES TR's ticker is RODM and the CUSIP is 518416102. A total of 129 filers reported holding LATTICE STRATEGIES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
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 ↓ |
|---|---|---|---|
| Hartford Funds Management Co LLC | 3,346,288 | $85,832,287 | 9.13% |
| Vawter Financial, Ltd. | 256,112 | $6,569,273 | 5.90% |
| Mill Creek Capital Advisors, LLC | 6,472,468 | $166,018,799 | 5.52% |
| FOSTER & MOTLEY INC | 1,765,853 | $45,294 | 3.71% |
| Resource Planning Group | 154,692 | $3,967,860 | 3.36% |
| Arden Trust Co | 652,729 | $16,742,519 | 2.79% |
| Sowa Financial Group, Inc. | 137,440 | $3,525 | 2.65% |
| WCG Wealth Advisors LLC | 1,220,091 | $31,687 | 2.32% |
| Trilogy Capital Inc. | 1,234,926 | $31,675,857 | 2.14% |
| Baystate Wealth Management LLC | 867,013 | $22,238,896 | 1.83% |