LATTICE STRATEGIES TR's ticker is RODM and the CUSIP is 518416102. A total of 122 filers reported holding LATTICE STRATEGIES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $203,000 | -15.4% | 6,626 | -17.6% | 0.04% | -22.4% |
| Q1 2021 | $240,000 | -21.8% | 8,044 | -25.6% | 0.05% | -31.9% |
| Q4 2020 | $307,000 | -49.4% | 10,808 | -53.8% | 0.07% | -56.4% |
| Q3 2020 | $607,000 | -77.7% | 23,412 | -78.8% | 0.16% | -79.8% |
| Q2 2020 | $2,722,000 | -43.3% | 110,632 | -49.1% | 0.82% | -53.1% |
| Q1 2020 | $4,800,000 | -31.0% | 217,390 | -8.4% | 1.74% | -11.7% |
| Q4 2019 | $6,954,000 | +5.5% | 237,269 | +0.4% | 1.97% | -3.3% |
| Q3 2019 | $6,594,000 | -3.8% | 236,245 | -2.8% | 2.04% | +3.5% |
| Q2 2019 | $6,853,000 | +0.2% | 243,098 | +0.0% | 1.97% | -3.4% |
| Q1 2019 | $6,842,000 | +14.0% | 242,994 | +4.4% | 2.04% | +5.6% |
| Q4 2018 | $6,004,000 | +109.9% | 232,718 | +135.5% | 1.93% | +134.1% |
| Q3 2018 | $2,860,000 | – | 98,807 | – | 0.82% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hartford Funds Management Co LLC | 3,345,605 | $92,413,974 | 8.67% |
| Bennett Associates Wealth Management | 186,106 | $5,140,712 | 4.63% |
| Vawter Financial, Ltd. | 205,340 | $5,672,004 | 3.89% |
| FOSTER & MOTLEY INC | 1,908,324 | $52,713 | 3.62% |
| Arden Trust Co | 486,191 | $13,429,815 | 1.88% |
| Sowa Financial Group, Inc. | 85,931 | $2,374 | 1.80% |
| WCG Wealth Advisors LLC | 843,387 | $23,296 | 1.72% |
| Goldstein Advisors, LLC | 360,304 | $9,952,492 | 1.66% |
| Mill Creek Capital Advisors, LLC | 2,253,681 | $62,252,315 | 1.58% |
| Trilogy Capital Inc. | 666,789 | $18,418,393 | 1.00% |