Steward Partners Investment Advisory, LLC - LATTICE STRATEGIES TR ownership

LATTICE STRATEGIES TR's ticker is ROUS and the CUSIP is 518416409. A total of 40 filers reported holding LATTICE STRATEGIES TR in Q3 2023. 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 Q3 2023
NameSharesValueWeighting ↓
Hartford Funds Management Co LLC 2,735,153$109,837,45411.68%
Wagner Wealth Management, LLC 211,188$8,480,8313.12%
Resource Planning Group 21,500$863,3910.73%
First PREMIER Bank 21,560$8650.26%
AVANTAX ADVISORY SERVICES, INC. 490,176$19,684,3230.22%
Western Wealth Management, LLC 49,585$1,991,2150.17%
Kathleen S. Wright Associates Inc. 6,170$247,7590.14%
COLDSTREAM CAPITAL MANAGEMENT INC 87,955$3,532,0710.12%
Main Street Financial Solutions, LLC 18,010$723,2540.10%
RAM Investment Partners, LLC 5,750$230,9070.10%
View complete list of LATTICE STRATEGIES TR shareholders