LATTICE STRATEGIES TR's ticker is RODM and the CUSIP is 518416102. A total of 141 filers reported holding LATTICE STRATEGIES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
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 ↓ |
|---|---|---|---|
| Onyx Bridge Wealth Group LLC | 886,808 | $27,225,000 | 11.77% |
| Hartford Funds Management Co LLC | 3,119,835 | $95,810,000 | 10.39% |
| Fermata Advisors, LLC | 298,763 | $9,175,000 | 5.33% |
| ARGI Investment Services, LLC | 4,820,124 | $148,026,000 | 4.81% |
| IAG Wealth Partners, LLC | 384,562 | $11,810,000 | 4.24% |
| FOSTER & MOTLEY INC | 1,604,116 | $49,262,000 | 4.12% |
| White Pine Investment CO | 385,910 | $11,851,000 | 4.08% |
| Sowa Financial Group, Inc. | 143,830 | $4,417,000 | 3.27% |
| HOWARD FINANCIAL SERVICES, LTD. | 249,574 | $7,664,000 | 3.00% |
| SlateStone Wealth, LLC | 391,715 | $12,030,000 | 2.75% |