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 ↓
Hartford Funds Management Co LLC 1,419,250$40,223,00035.97%
Lattice Strategies LLC 980,660$27,793,00021.72%
Paracle Advisors, LLC 599,923$17,019,0005.29%
STRATEGIC WEALTH MANAGEMENT INC 199,397$5,657,0005.04%
Smart Portfolios, LLC 265,279$7,526,0004.93%
MARINER INDEPENDENT ADVISOR NETWORK, LLC 230,760$6,546,0001.16%
Keystone Financial Group 40,804$1,146,0000.64%
Atria Investments, Inc 388,197$11,013,0000.48%
Cornerstone Wealth Management, LLC 941,157$33,517,0000.38%
Raymond James Financial Services Advisors, Inc. 684,749$19,426,0000.10%
View complete list of LATTICE STRATEGIES TR shareholders