LATTICE STRATEGIES TR's ticker is RODM and the CUSIP is 518416102. A total of 3 filers reported holding LATTICE STRATEGIES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,936,649 | +5.3% | 192,462 | +8.1% | 1.81% | +1.3% |
| Q2 2023 | $4,686,985 | +57.0% | 178,077 | +57.0% | 1.79% | +31.9% |
| Q1 2023 | $2,985,743 | +645.3% | 113,397 | +601.7% | 1.36% | +447.2% |
| Q4 2022 | $400,607 | +3906.1% | 16,160 | +3507.1% | 0.25% | +3442.9% |
| Q3 2022 | $10,000 | -92.6% | 448 | -90.4% | 0.01% | -92.3% |
| Q3 2018 | $136,000 | – | 4,685 | – | 0.09% | – |
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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% |