LATTICE STRATEGIES TR's ticker is ROUS and the CUSIP is 518416409. A total of 1 filers reported holding LATTICE STRATEGIES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,480,831 | +3.3% | 211,188 | +6.6% | 3.12% | -0.6% |
| Q2 2023 | $8,207,621 | +61.2% | 198,108 | +55.1% | 3.13% | +35.4% |
| Q1 2023 | $5,091,952 | +273.9% | 127,692 | +266.0% | 2.31% | +174.5% |
| Q4 2022 | $1,361,755 | +886.8% | 34,892 | +792.6% | 0.84% | +726.5% |
| Q3 2022 | $138,000 | -33.3% | 3,909 | -37.7% | 0.10% | -26.1% |
| Q3 2018 | $207,000 | – | 6,270 | – | 0.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hartford Funds Management Co LLC | 2,523,784 | $88,579,000 | 12.72% |
| Paracle Advisors, LLC | 469,062 | $16,462,000 | 3.14% |
| Onyx Bridge Wealth Group LLC | 102,483 | $3,597,000 | 2.36% |
| Resource Planning Group | 38,684 | $1,358,000 | 0.97% |
| Capital Asset Advisory Services LLC | 121,073 | $4,249,000 | 0.76% |
| AVANTAX ADVISORY SERVICES, INC. | 535,992 | $18,809,000 | 0.45% |
| First PREMIER Bank | 26,215 | $920,000 | 0.36% |
| Colonial River Wealth Management, LLC | 10,507 | $386,000 | 0.18% |
| NEXT Financial Group, Inc | 36,304 | $1,274,000 | 0.12% |
| Ten Capital Wealth Advisors, LLC | 9,672 | $339,000 | 0.10% |