KMG FIDUCIARY PARTNERS, 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
KMG FIDUCIARY PARTNERS, LLC ownership history of LATTICE STRATEGIES TR
ValueSharesWeighting
Q3 2023$1,210,928
-4.2%
47,210
-1.6%
0.16%
-2.4%
Q2 2023$1,263,404
+2.8%
48,002
+2.8%
0.16%
-6.8%
Q1 2023$1,229,492
+111.5%
46,695
+99.2%
0.18%
+85.3%
Q4 2022$581,26323,4470.10%
Other shareholders
LATTICE STRATEGIES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Hartford Funds Management Co LLC 2,569,835$72,752,00010.45%
ARGI Investment Services, LLC 5,253,716$148,733,0005.78%
IAG Wealth Partners, LLC 405,920$11,492,0004.69%
Onyx Bridge Wealth Group LLC 247,615$7,010,0004.59%
White Pine Investment CO 373,995$10,588,0004.29%
Parcion Private Wealth LLC 1,102,825$31,221,0004.13%
Paracle Advisors, LLC 713,290$20,193,0003.86%
FOSTER & MOTLEY INC 1,157,726$32,775,0003.17%
Baystate Wealth Management LLC 960,022$27,178,0003.10%
Sowa Financial Group, Inc. 153,633$4,349,0002.93%
View complete list of LATTICE STRATEGIES TR shareholders