LIBERTY WEALTH MANAGEMENT LLC - LATTICE STRATEGIES TR ownership

LATTICE STRATEGIES TR's ticker is RODM and the CUSIP is 518416102. A total of 116 filers reported holding LATTICE STRATEGIES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
LIBERTY WEALTH MANAGEMENT LLC ownership history of LATTICE STRATEGIES TR
ValueSharesWeighting
Q3 2021$118,000
+4.4%
3,921
+6.8%
0.04%
-4.5%
Q2 2021$113,000
+276.7%
3,673
+240.4%
0.04%
+193.3%
Q1 2021$30,0000.0%1,0790.0%0.02%0.0%
Q4 2020$30,000
+25.0%
1,079
+15.0%
0.02%
+7.1%
Q3 2020$24,0009380.01%
Other shareholders
LATTICE STRATEGIES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Hartford Funds Management Co LLC 3,120,484$93,927,0009.02%
ARGI Investment Services, LLC 5,011,668$150,851,0004.78%
FOSTER & MOTLEY INC 1,709,727$51,463,0004.28%
White Pine Investment CO 387,685$11,669,0004.08%
IAG Wealth Partners, LLC 377,501$11,363,0004.04%
Fermata Advisors, LLC 298,768$8,993,0003.97%
HOWARD FINANCIAL SERVICES, LTD. 287,978$8,668,0003.25%
Sowa Financial Group, Inc. 142,519$4,290,0002.78%
SlateStone Wealth, LLC 400,529$12,056,0002.76%
Trilogy Capital Inc. 1,065,061$32,058,0002.44%
View complete list of LATTICE STRATEGIES TR shareholders