LATTICE STRATEGIES TR's ticker is RODM and the CUSIP is 518416102. A total of 129 filers reported holding LATTICE STRATEGIES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
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 | 3,120,351 | $93,954,000 | 8.91% |
| ARGI Investment Services, LLC | 6,124,701 | $184,415,000 | 5.38% |
| FOSTER & MOTLEY INC | 1,841,837 | $55,458,000 | 4.32% |
| White Pine Investment CO | 386,496 | $11,637,000 | 3.87% |
| IAG Wealth Partners, LLC | 364,550 | $10,977,000 | 3.52% |
| HOWARD FINANCIAL SERVICES, LTD. | 388,072 | $11,685,000 | 3.50% |
| Trilogy Capital Inc. | 1,095,795 | $32,994,000 | 2.47% |
| Sowa Financial Group, Inc. | 139,261 | $4,193,000 | 2.46% |
| Quantitative Advantage, LLC | 453,364 | $13,651,000 | 2.11% |
| Baystate Wealth Management LLC | 705,571 | $21,245,000 | 1.92% |