LATTICE STRATEGIES TR's ticker is RODM and the CUSIP is 518416102. A total of 120 filers reported holding LATTICE STRATEGIES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $1,714,000 | +12.9% | 77,711 | +50.6% | 1.92% | +45.0% |
| Q4 2019 | $1,518,000 | +60.6% | 51,603 | +52.4% | 1.32% | +44.9% |
| Q3 2019 | $945,000 | +18.7% | 33,871 | +20.1% | 0.91% | +21.2% |
| Q2 2019 | $796,000 | -21.2% | 28,207 | -21.6% | 0.75% | +51.4% |
| Q1 2019 | $1,010,000 | +104.0% | 35,966 | +88.5% | 0.50% | -15.4% |
| Q4 2018 | $495,000 | -46.6% | 19,077 | -40.5% | 0.59% | -58.6% |
| Q3 2018 | $927,000 | – | 32,070 | – | 1.42% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hartford Funds Management Co LLC | 3,120,484 | $93,927,000 | 9.02% |
| ARGI Investment Services, LLC | 5,011,668 | $150,851,000 | 4.78% |
| FOSTER & MOTLEY INC | 1,709,727 | $51,463,000 | 4.28% |
| White Pine Investment CO | 387,685 | $11,669,000 | 4.08% |
| IAG Wealth Partners, LLC | 377,501 | $11,363,000 | 4.04% |
| Fermata Advisors, LLC | 298,768 | $8,993,000 | 3.97% |
| HOWARD FINANCIAL SERVICES, LTD. | 287,978 | $8,668,000 | 3.25% |
| Sowa Financial Group, Inc. | 142,519 | $4,290,000 | 2.78% |
| SlateStone Wealth, LLC | 400,529 | $12,056,000 | 2.76% |
| Trilogy Capital Inc. | 1,065,061 | $32,058,000 | 2.44% |