LATTICE STRATEGIES TR's ticker is ROUS and the CUSIP is 518416409. A total of 39 filers reported holding LATTICE STRATEGIES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $349,000 | +3.3% | 11,637 | -10.1% | 0.03% | -31.2% |
| Q1 2020 | $338,000 | -75.2% | 12,949 | -68.0% | 0.05% | -66.9% |
| Q4 2019 | $1,364,000 | +10.9% | 40,484 | +6.0% | 0.14% | +3.6% |
| Q3 2019 | $1,230,000 | -5.2% | 38,186 | -6.8% | 0.14% | -6.7% |
| Q2 2019 | $1,297,000 | +3.3% | 40,969 | +0.9% | 0.15% | -3.8% |
| Q1 2019 | $1,255,000 | +28.6% | 40,616 | +15.7% | 0.16% | +17.3% |
| Q4 2018 | $976,000 | -43.7% | 35,117 | -35.8% | 0.13% | -31.4% |
| Q3 2018 | $1,734,000 | +209.1% | 54,665 | +204.9% | 0.19% | +185.3% |
| Q2 2018 | $561,000 | +20.1% | 17,928 | +19.6% | 0.07% | +11.5% |
| Q1 2018 | $467,000 | +12.0% | 14,995 | +12.5% | 0.06% | +7.0% |
| Q4 2017 | $417,000 | – | 13,330 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hartford Funds Management Co LLC | 2,986,653 | $119,098,164 | 12.00% |
| Wagner Wealth Management, LLC | 127,692 | $5,091,952 | 2.31% |
| Resource Planning Group | 22,663 | $903,728 | 0.73% |
| COLDSTREAM CAPITAL MANAGEMENT INC | 290,101 | $11,568,288 | 0.39% |
| First PREMIER Bank | 21,560 | $860 | 0.25% |
| AVANTAX ADVISORY SERVICES, INC. | 506,136 | $20,183,060 | 0.25% |
| Colonial River Wealth Management, LLC | 10,207 | $407,022 | 0.24% |
| Western Wealth Management, LLC | 49,777 | $1,984,939 | 0.18% |
| Kathleen S. Wright Associates Inc. | 6,172 | $246,122 | 0.16% |
| RAM Investment Partners, LLC | 5,750 | $229,292 | 0.12% |