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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $225,000 | -15.4% | 7,725 | -12.5% | 0.02% | -5.3% |
| Q4 2021 | $266,000 | -20.8% | 8,829 | -20.8% | 0.02% | -34.5% |
| Q3 2021 | $336,000 | -20.8% | 11,146 | -19.2% | 0.03% | -23.7% |
| Q2 2021 | $424,000 | -5.8% | 13,793 | -9.0% | 0.04% | -20.8% |
| Q1 2021 | $450,000 | -54.4% | 15,157 | -56.5% | 0.05% | -64.7% |
| Q4 2020 | $986,000 | -62.9% | 34,823 | -66.1% | 0.14% | -79.0% |
| Q3 2020 | $2,661,000 | +9.7% | 102,812 | +4.3% | 0.65% | -12.9% |
| Q2 2020 | $2,426,000 | +140.7% | 98,531 | +115.4% | 0.74% | +4.2% |
| Q1 2020 | $1,008,000 | – | 45,734 | – | 0.71% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hartford Funds Management Co LLC | 2,569,835 | $72,752,000 | 10.45% |
| ARGI Investment Services, LLC | 5,253,716 | $148,733,000 | 5.78% |
| IAG Wealth Partners, LLC | 405,920 | $11,492,000 | 4.69% |
| Onyx Bridge Wealth Group LLC | 247,615 | $7,010,000 | 4.59% |
| White Pine Investment CO | 373,995 | $10,588,000 | 4.29% |
| Parcion Private Wealth LLC | 1,102,825 | $31,221,000 | 4.13% |
| Paracle Advisors, LLC | 713,290 | $20,193,000 | 3.86% |
| FOSTER & MOTLEY INC | 1,157,726 | $32,775,000 | 3.17% |
| Baystate Wealth Management LLC | 960,022 | $27,178,000 | 3.10% |
| Sowa Financial Group, Inc. | 153,633 | $4,349,000 | 2.93% |