LATTICE STRATEGIES TR's ticker is ROAM and the CUSIP is 518416201. A total of 20 filers reported holding LATTICE STRATEGIES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $735,000 | – | 31,630 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Paracle Advisors, LLC | 929,757 | $18,340,000 | 3.96% |
| Lumbard & Kellner, LLC | 192,500 | $3,769,000 | 1.86% |
| Resource Planning Group | 77,799 | $1,535,000 | 1.16% |
| Capital Asset Advisory Services LLC | 20,600 | $406,000 | 0.08% |
| Cambridge Investment Research Advisors, Inc. | 11,839 | $234,000 | 0.00% |
| Ellis Investment Partners, LLC | 161 | $3,000 | 0.00% |
| WELLINGTON MANAGEMENT GROUP LLP | 237,313 | $4,681,000 | 0.00% |
| BANK OF AMERICA CORP /DE/ | 392,193 | $7,736,000 | 0.00% |
| ROYAL BANK OF CANADA | 8,226 | $162,000 | 0.00% |
| OSAIC HOLDINGS, INC. | 1,739 | $35,000 | 0.00% |