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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hartford Funds Management Co LLC | 2,735,153 | $109,837,454 | 11.68% |
| Wagner Wealth Management, LLC | 211,188 | $8,480,831 | 3.12% |
| Resource Planning Group | 21,500 | $863,391 | 0.73% |
| First PREMIER Bank | 21,560 | $865 | 0.26% |
| AVANTAX ADVISORY SERVICES, INC. | 490,176 | $19,684,323 | 0.22% |
| Western Wealth Management, LLC | 49,585 | $1,991,215 | 0.17% |
| Kathleen S. Wright Associates Inc. | 6,170 | $247,759 | 0.14% |
| COLDSTREAM CAPITAL MANAGEMENT INC | 87,955 | $3,532,071 | 0.12% |
| Main Street Financial Solutions, LLC | 18,010 | $723,254 | 0.10% |
| RAM Investment Partners, LLC | 5,750 | $230,907 | 0.10% |