LATTICE STRATEGIES TR's ticker is ROUS and the CUSIP is 518416409. A total of 38 filers reported holding LATTICE STRATEGIES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $144 | -99.9% | 3,706 | -4.0% | 0.00% | 0.0% |
| Q3 2022 | $136,000 | -5.6% | 3,861 | -0.1% | 0.00% | 0.0% |
| Q2 2022 | $144,000 | -11.1% | 3,864 | +0.2% | 0.00% | 0.0% |
| Q1 2022 | $162,000 | -4.7% | 3,857 | -0.3% | 0.00% | 0.0% |
| Q4 2021 | $170,000 | +15.6% | 3,868 | +4.6% | 0.00% | 0.0% |
| Q3 2021 | $147,000 | -0.7% | 3,699 | +0.2% | 0.00% | 0.0% |
| Q2 2021 | $148,000 | +6.5% | 3,691 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $139,000 | -43.5% | 3,691 | -47.5% | 0.00% | -50.0% |
| Q4 2020 | $246,000 | -3.5% | 7,024 | -12.8% | 0.00% | 0.0% |
| Q3 2020 | $255,000 | +31.4% | 8,054 | +25.0% | 0.00% | 0.0% |
| Q2 2020 | $194,000 | +16.2% | 6,444 | +0.5% | 0.00% | 0.0% |
| Q1 2020 | $167,000 | -22.3% | 6,410 | +0.5% | 0.00% | -33.3% |
| Q4 2019 | $215,000 | +5.4% | 6,375 | +0.7% | 0.00% | 0.0% |
| Q3 2019 | $204,000 | +2.5% | 6,329 | +0.5% | 0.00% | 0.0% |
| Q2 2019 | $199,000 | -95.9% | 6,298 | -95.9% | 0.00% | -95.6% |
| Q1 2019 | $4,806,000 | – | 155,486 | – | 0.07% | – |
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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% |