LATTICE STRATEGIES TR's ticker is RODM and the CUSIP is 518416102. A total of 83 filers reported holding LATTICE STRATEGIES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $276,000 | -10.7% | 9,493 | -7.5% | 0.09% | -14.7% |
| Q4 2021 | $309,000 | -17.4% | 10,263 | -17.4% | 0.10% | -26.1% |
| Q3 2021 | $374,000 | -1.8% | 12,425 | +0.3% | 0.14% | +4.5% |
| Q2 2021 | $381,000 | +9.5% | 12,393 | +5.8% | 0.13% | +33.3% |
| Q1 2021 | $348,000 | +4.8% | 11,718 | 0.0% | 0.10% | -3.9% |
| Q4 2020 | $332,000 | -79.9% | 11,718 | -80.6% | 0.10% | -91.7% |
| Q3 2020 | $1,648,000 | +505.9% | 60,524 | +448.5% | 1.24% | +773.2% |
| Q2 2020 | $272,000 | -83.5% | 11,035 | -81.8% | 0.14% | -88.5% |
| Q1 2020 | $1,648,000 | 0.0% | 60,524 | 0.0% | 1.24% | 0.0% |
| Q3 2019 | $1,648,000 | +536.3% | 60,524 | +559.1% | 1.24% | +448.7% |
| Q2 2019 | $259,000 | -1.1% | 9,183 | -1.4% | 0.23% | -6.6% |
| Q1 2019 | $262,000 | -4.4% | 9,312 | -12.2% | 0.24% | +0.4% |
| Q4 2018 | $274,000 | – | 10,603 | – | 0.24% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hartford Funds Management Co LLC | 3,346,288 | $85,832,287 | 9.13% |
| Vawter Financial, Ltd. | 256,112 | $6,569,273 | 5.90% |
| Mill Creek Capital Advisors, LLC | 6,472,468 | $166,018,799 | 5.52% |
| FOSTER & MOTLEY INC | 1,765,853 | $45,294 | 3.71% |
| Resource Planning Group | 154,692 | $3,967,860 | 3.36% |
| Arden Trust Co | 652,729 | $16,742,519 | 2.79% |
| Sowa Financial Group, Inc. | 137,440 | $3,525 | 2.65% |
| WCG Wealth Advisors LLC | 1,220,091 | $31,687 | 2.32% |
| Trilogy Capital Inc. | 1,234,926 | $31,675,857 | 2.14% |
| Baystate Wealth Management LLC | 867,013 | $22,238,896 | 1.83% |