LATTICE STRATEGIES TR's ticker is RODM and the CUSIP is 518416102. A total of 142 filers reported holding LATTICE STRATEGIES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $284,000 | -11.8% | 11,394 | +2.9% | 0.14% | -2.1% |
| Q1 2022 | $322,000 | -3.3% | 11,075 | 0.0% | 0.14% | -3.3% |
| Q4 2021 | $333,000 | +2.5% | 11,075 | +2.4% | 0.15% | -12.3% |
| Q3 2021 | $325,000 | -2.1% | 10,814 | 0.0% | 0.17% | -5.0% |
| Q2 2021 | $332,000 | +5.4% | 10,814 | +2.0% | 0.18% | -2.2% |
| Q1 2021 | $315,000 | +5.0% | 10,606 | 0.0% | 0.18% | 0.0% |
| Q4 2020 | $300,000 | +10.7% | 10,606 | +1.4% | 0.18% | -4.7% |
| Q3 2020 | $271,000 | +5.0% | 10,463 | 0.0% | 0.19% | -4.9% |
| Q2 2020 | $258,000 | +13.7% | 10,463 | +1.7% | 0.20% | -5.1% |
| Q1 2020 | $227,000 | -24.8% | 10,291 | 0.0% | 0.21% | -29.4% |
| Q4 2019 | $302,000 | +6.3% | 10,291 | +1.2% | 0.30% | +16.5% |
| Q3 2019 | $284,000 | -0.7% | 10,170 | 0.0% | 0.26% | -7.8% |
| Q2 2019 | $286,000 | – | 10,170 | – | 0.28% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hartford Funds Management Co LLC | 2,569,835 | $72,752,000 | 10.45% |
| ARGI Investment Services, LLC | 5,253,716 | $148,733,000 | 5.78% |
| IAG Wealth Partners, LLC | 405,920 | $11,492,000 | 4.69% |
| Onyx Bridge Wealth Group LLC | 247,615 | $7,010,000 | 4.59% |
| White Pine Investment CO | 373,995 | $10,588,000 | 4.29% |
| Parcion Private Wealth LLC | 1,102,825 | $31,221,000 | 4.13% |
| Paracle Advisors, LLC | 713,290 | $20,193,000 | 3.86% |
| FOSTER & MOTLEY INC | 1,157,726 | $32,775,000 | 3.17% |
| Baystate Wealth Management LLC | 960,022 | $27,178,000 | 3.10% |
| Sowa Financial Group, Inc. | 153,633 | $4,349,000 | 2.93% |