LATTICE STRATEGIES TR's ticker is ROSC and the CUSIP is 518416508. A total of 16 filers reported holding LATTICE STRATEGIES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $4,000 | +33.3% | 145 | 0.0% | 0.00% | – |
| Q3 2020 | $3,000 | -25.0% | 145 | 0.0% | 0.00% | – |
| Q2 2020 | $4,000 | +33.3% | 145 | 0.0% | 0.00% | – |
| Q1 2020 | $3,000 | -25.0% | 145 | 0.0% | 0.00% | – |
| Q4 2019 | $4,000 | 0.0% | 145 | 0.0% | 0.00% | – |
| Q3 2019 | $4,000 | 0.0% | 145 | 0.0% | 0.00% | – |
| Q2 2019 | $4,000 | -99.6% | 145 | -99.6% | 0.00% | -100.0% |
| Q1 2019 | $1,007,000 | – | 34,162 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Independent Wealth Network Inc. | 14,025 | $539,000 | 0.34% |
| Kathleen S. Wright Associates Inc. | 6,794 | $261,000 | 0.19% |
| NORTHWEST WEALTH MANAGEMENT, LLC | 5,378 | $207,000 | 0.10% |
| Orion Portfolio Solutions, LLC | 21,738 | $836,000 | 0.03% |
| Capital Asset Advisory Services LLC | 6,892 | $265,000 | 0.03% |
| Advisory Services Network, LLC | 12,884 | $496,000 | 0.02% |
| LPL Financial LLC | 75,464 | $2,902,000 | 0.00% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 365 | $14,000 | 0.00% |
| Patriot Financial Group Insurance Agency, LLC | 265 | $10,000 | 0.00% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 575 | $22,000 | 0.00% |