LATTICE STRATEGIES TR's ticker is ROSC and the CUSIP is 518416508. A total of 13 filers reported holding LATTICE STRATEGIES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $9,000 | -10.0% | 265 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $10,000 | -94.2% | 265 | -93.8% | 0.00% | -93.1% |
| Q4 2021 | $173,000 | +6.1% | 4,271 | 0.0% | 0.03% | 0.0% |
| Q3 2021 | $163,000 | -3.0% | 4,271 | 0.0% | 0.03% | -6.5% |
| Q2 2021 | $168,000 | +95.3% | 4,271 | +88.1% | 0.03% | +55.0% |
| Q1 2021 | $86,000 | – | 2,271 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Independent Wealth Network Inc. | 14,025 | $539,000 | 0.34% |
| Kathleen S. Wright Associates Inc. | 6,794 | $261,000 | 0.19% |
| NORTHWEST WEALTH MANAGEMENT, LLC | 5,378 | $207,000 | 0.10% |
| Orion Portfolio Solutions, LLC | 21,738 | $836,000 | 0.03% |
| Capital Asset Advisory Services LLC | 6,892 | $265,000 | 0.03% |
| Advisory Services Network, LLC | 12,884 | $496,000 | 0.02% |
| LPL Financial LLC | 75,464 | $2,902,000 | 0.00% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 365 | $14,000 | 0.00% |
| Patriot Financial Group Insurance Agency, LLC | 265 | $10,000 | 0.00% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 575 | $22,000 | 0.00% |