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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $26,514 | +6.2% | 1,007 | 0.0% | 0.00% | -50.0% |
| Q4 2022 | $24,964 | -94.2% | 1,007 | -93.4% | 0.00% | -94.9% |
| Q4 2020 | $434,000 | -54.9% | 15,321 | -58.8% | 0.04% | -40.0% |
| Q3 2020 | $962,000 | +11.3% | 37,189 | +5.9% | 0.06% | -42.0% |
| Q2 2020 | $864,000 | – | 35,113 | – | 0.11% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hartford Funds Management Co LLC | 3,346,288 | $85,832,287 | 9.13% |
| Vawter Financial, Ltd. | 256,112 | $6,569,273 | 5.90% |
| Mill Creek Capital Advisors, LLC | 6,472,468 | $166,018,799 | 5.52% |
| FOSTER & MOTLEY INC | 1,765,853 | $45,294 | 3.71% |
| Resource Planning Group | 154,692 | $3,967,860 | 3.36% |
| Arden Trust Co | 652,729 | $16,742,519 | 2.79% |
| Sowa Financial Group, Inc. | 137,440 | $3,525 | 2.65% |
| WCG Wealth Advisors LLC | 1,220,091 | $31,687 | 2.32% |
| Trilogy Capital Inc. | 1,234,926 | $31,675,857 | 2.14% |
| Baystate Wealth Management LLC | 867,013 | $22,238,896 | 1.83% |