Steward Partners Investment Advisory, LLC - LATTICE STRATEGIES TR ownership

LATTICE STRATEGIES TR's ticker is ROUS and the CUSIP is 518416409. A total of 46 filers reported holding LATTICE STRATEGIES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of LATTICE STRATEGIES TR
ValueSharesWeighting
Q3 2023$160,631
-22.5%
4,000
-20.0%
0.00%
-33.3%
Q2 2023$207,150
+3.9%
5,0000.0%0.00%0.0%
Q1 2023$199,384
+2.1%
5,000
-0.1%
0.00%0.0%
Q4 2022$195,3345,0050.00%
Other shareholders
LATTICE STRATEGIES TR shareholders Q4 2022
NameSharesValueWeighting ↓
Hartford Funds Management Co LLC 2,623,718$68,453,00010.24%
Paracle Advisors, LLC 378,194$9,867,0002.67%
Claybrook Capital, LLC 100,000$2,609,0002.37%
Resource Planning Group 45,899$1,198,0001.04%
Capital Asset Advisory Services LLC 99,407$2,726,0000.72%
First PREMIER Bank 26,612$694,0000.39%
AVANTAX ADVISORY SERVICES, INC. 495,777$12,930,0000.39%
NEXT Financial Group, Inc 31,274$816,0000.10%
Financial Advocates Investment Management 12,949$338,0000.05%
OSAIC HOLDINGS, INC. 356,762$8,501,0000.04%
View complete list of LATTICE STRATEGIES TR shareholders