KMG FIDUCIARY PARTNERS, LLC - LATTICE STRATEGIES TR ownership

LATTICE STRATEGIES TR's ticker is RODM and the CUSIP is 518416102. A total of 3 filers reported holding LATTICE STRATEGIES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.1%.

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 Q4 2023
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