Great Point Wealth Advisors, LLC - LATTICE STRATEGIES TR ownership

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
Great Point Wealth Advisors, LLC ownership history of LATTICE STRATEGIES TR
ValueSharesWeighting
Q4 2020$226,000
-16.0%
7,992
-27.0%
0.10%
-30.2%
Q3 2020$269,0000.0%10,9530.0%0.14%0.0%
Q2 2020$269,000
-9.1%
10,953
-18.5%
0.14%
-43.7%
Q1 2020$296,00013,4440.25%
Other shareholders
LATTICE STRATEGIES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Onyx Bridge Wealth Group LLC 886,808$27,225,00011.77%
Hartford Funds Management Co LLC 3,119,835$95,810,00010.39%
Fermata Advisors, LLC 298,763$9,175,0005.33%
ARGI Investment Services, LLC 4,820,124$148,026,0004.81%
IAG Wealth Partners, LLC 384,562$11,810,0004.24%
FOSTER & MOTLEY INC 1,604,116$49,262,0004.12%
White Pine Investment CO 385,910$11,851,0004.08%
Sowa Financial Group, Inc. 143,830$4,417,0003.27%
HOWARD FINANCIAL SERVICES, LTD. 249,574$7,664,0003.00%
SlateStone Wealth, LLC 391,715$12,030,0002.75%
View complete list of LATTICE STRATEGIES TR shareholders