LATTICE STRATEGIES TR's ticker is RODM and the CUSIP is 518416102. A total of 141 filers reported holding LATTICE STRATEGIES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $406,000 | -60.7% | 13,934 | -59.4% | 0.01% | -61.5% |
| Q4 2021 | $1,034,000 | -0.1% | 34,326 | -0.2% | 0.03% | -16.1% |
| Q3 2021 | $1,035,000 | -7.9% | 34,389 | -6.0% | 0.03% | -22.5% |
| Q2 2021 | $1,124,000 | +2.8% | 36,591 | -0.6% | 0.04% | -27.3% |
| Q1 2021 | $1,093,000 | -86.7% | 36,809 | -87.4% | 0.06% | -91.0% |
| Q4 2020 | $8,239,000 | +86.8% | 291,011 | +70.7% | 0.61% | +54.3% |
| Q3 2020 | $4,411,000 | +133.3% | 170,445 | +121.9% | 0.40% | +39.6% |
| Q2 2020 | $1,891,000 | – | 76,813 | – | 0.28% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hartford Funds Management Co LLC | 3,120,484 | $93,927,000 | 9.02% |
| ARGI Investment Services, LLC | 5,011,668 | $150,851,000 | 4.78% |
| FOSTER & MOTLEY INC | 1,709,727 | $51,463,000 | 4.28% |
| White Pine Investment CO | 387,685 | $11,669,000 | 4.08% |
| IAG Wealth Partners, LLC | 377,501 | $11,363,000 | 4.04% |
| Fermata Advisors, LLC | 298,768 | $8,993,000 | 3.97% |
| HOWARD FINANCIAL SERVICES, LTD. | 287,978 | $8,668,000 | 3.25% |
| Sowa Financial Group, Inc. | 142,519 | $4,290,000 | 2.78% |
| SlateStone Wealth, LLC | 400,529 | $12,056,000 | 2.76% |
| Trilogy Capital Inc. | 1,065,061 | $32,058,000 | 2.44% |