LATTICE STRATEGIES TR's ticker is ROAM and the CUSIP is 518416201. A total of 16 filers reported holding LATTICE STRATEGIES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $3,000 | 0.0% | 174 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $3,000 | 0.0% | 174 | +1.8% | 0.00% | 0.0% |
| Q1 2022 | $3,000 | -25.0% | 171 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $4,000 | 0.0% | 171 | +3.0% | 0.00% | 0.0% |
| Q3 2021 | $4,000 | 0.0% | 166 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $4,000 | 0.0% | 166 | +0.6% | 0.00% | 0.0% |
| Q1 2021 | $4,000 | 0.0% | 165 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $4,000 | +33.3% | 165 | +2.5% | 0.00% | 0.0% |
| Q3 2020 | $3,000 | 0.0% | 161 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $3,000 | +50.0% | 161 | +1.3% | 0.00% | 0.0% |
| Q1 2020 | $2,000 | -33.3% | 159 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $3,000 | 0.0% | 159 | +2.6% | 0.00% | 0.0% |
| Q3 2019 | $3,000 | 0.0% | 155 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $3,000 | – | 155 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Resource Planning Group | 53,056 | $1,117,009 | 0.95% |
| Wagner Wealth Management, LLC | 78,000 | $1,642,158 | 0.60% |
| Scarborough Advisors, LLC | 57,635 | $1,213,413 | 0.30% |
| FLOW TRADERS U.S. LLC | 60,021 | $1,264 | 0.06% |
| OLD MISSION CAPITAL LLC | 48,433 | $1,019,679 | 0.02% |
| COLDSTREAM CAPITAL MANAGEMENT INC | 13,846 | $291,506 | 0.01% |
| Householder Group Estate & Retirement Specialist, LLC | 1,080 | $22,738 | 0.01% |
| MERCER GLOBAL ADVISORS INC /ADV | 53,056 | $1,117 | 0.00% |
| Raymond James Financial Services Advisors, Inc. | 13,564 | $285,568 | 0.00% |
| ENVESTNET ASSET MANAGEMENT INC | 55,418 | $1,166,737 | 0.00% |