Close Asset Management Ltd - LATTICE STRATEGIES TR ownership

LATTICE STRATEGIES TR's ticker is RODM and the CUSIP is 518416102. A total of 117 filers reported holding LATTICE STRATEGIES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Close Asset Management Ltd ownership history of LATTICE STRATEGIES TR
ValueSharesWeighting
Q3 2023$30
-3.2%
1,1700.0%0.00%
+100.0%
Q2 2023$310.0%1,1700.0%0.00%
-50.0%
Q1 2023$31
+6.9%
1,1700.0%0.00%0.0%
Q4 2022$29
-99.9%
1,1700.0%0.00%
+100.0%
Q3 2022$25,0001,1700.00%
Other shareholders
LATTICE STRATEGIES TR shareholders Q2 2023
NameSharesValueWeighting ↓
Hartford Funds Management Co LLC 1,419,250$40,223,00035.97%
Lattice Strategies LLC 980,660$27,793,00021.72%
Paracle Advisors, LLC 599,923$17,019,0005.29%
STRATEGIC WEALTH MANAGEMENT INC 199,397$5,657,0005.04%
Smart Portfolios, LLC 265,279$7,526,0004.93%
MARINER INDEPENDENT ADVISOR NETWORK, LLC 230,760$6,546,0001.16%
Keystone Financial Group 40,804$1,146,0000.64%
Atria Investments, Inc 388,197$11,013,0000.48%
Cornerstone Wealth Management, LLC 941,157$33,517,0000.38%
Raymond James Financial Services Advisors, Inc. 684,749$19,426,0000.10%
View complete list of LATTICE STRATEGIES TR shareholders