Close Asset Management Ltd - LATTICE STRATEGIES TR ownership

LATTICE STRATEGIES TR's ticker is RODM and the CUSIP is 518416102. A total of 116 filers reported holding LATTICE STRATEGIES TR in Q3 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 Q3 2023
NameSharesValueWeighting ↓
Onyx Bridge Wealth Group LLC 886,808$27,225,00011.77%
Hartford Funds Management Co LLC 3,119,835$95,810,00010.39%
Fermata Advisors, LLC 298,763$9,175,0005.33%
ARGI Investment Services, LLC 4,820,124$148,026,0004.81%
IAG Wealth Partners, LLC 384,562$11,810,0004.24%
FOSTER & MOTLEY INC 1,604,116$49,262,0004.12%
White Pine Investment CO 385,910$11,851,0004.08%
Sowa Financial Group, Inc. 143,830$4,417,0003.27%
HOWARD FINANCIAL SERVICES, LTD. 249,574$7,664,0003.00%
SlateStone Wealth, LLC 391,715$12,030,0002.75%
View complete list of LATTICE STRATEGIES TR shareholders