LATTICE STRATEGIES TR's ticker is ROUS and the CUSIP is 518416409. A total of 46 filers reported holding LATTICE STRATEGIES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2022 | $70,000 | -6.7% | 2,000 | 0.0% | 0.01% | +25.0% |
Q2 2022 | $75,000 | -10.7% | 2,000 | 0.0% | 0.00% | 0.0% |
Q1 2022 | $84,000 | -4.5% | 2,000 | 0.0% | 0.00% | +33.3% |
Q4 2021 | $88,000 | -94.4% | 2,000 | -95.0% | 0.00% | -93.2% |
Q1 2021 | $1,572,000 | +15620.0% | 40,018 | +9904.5% | 0.04% | +4300.0% |
Q1 2020 | $10,000 | -23.1% | 400 | 0.0% | 0.00% | 0.0% |
Q4 2019 | $13,000 | +8.3% | 400 | 0.0% | 0.00% | 0.0% |
Q3 2019 | $12,000 | -45.5% | 400 | -44.8% | 0.00% | 0.0% |
Q2 2019 | $22,000 | 0.0% | 725 | 0.0% | 0.00% | 0.0% |
Q1 2019 | $22,000 | +15.8% | 725 | 0.0% | 0.00% | 0.0% |
Q4 2018 | $19,000 | -17.4% | 725 | 0.0% | 0.00% | -50.0% |
Q3 2018 | $23,000 | +4.5% | 725 | 0.0% | 0.00% | 0.0% |
Q2 2018 | $22,000 | – | 725 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Hartford Funds Management Co LLC | 2,735,153 | $109,837,454 | 11.68% |
Wagner Wealth Management, LLC | 211,188 | $8,480,831 | 3.12% |
Resource Planning Group | 21,500 | $863,391 | 0.73% |
First PREMIER Bank | 21,560 | $865 | 0.26% |
AVANTAX ADVISORY SERVICES, INC. | 490,176 | $19,684,323 | 0.22% |
Western Wealth Management, LLC | 49,585 | $1,991,215 | 0.17% |
Kathleen S. Wright Associates Inc. | 6,170 | $247,759 | 0.14% |
COLDSTREAM CAPITAL MANAGEMENT INC | 87,955 | $3,532,071 | 0.12% |
Main Street Financial Solutions, LLC | 18,010 | $723,254 | 0.10% |
RAM Investment Partners, LLC | 5,750 | $230,907 | 0.10% |