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 | ||||
|---|---|---|---|---|---|---|
| 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 | 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% |