LATTICE STRATEGIES TR's ticker is RODM and the CUSIP is 518416102. A total of 142 filers reported holding LATTICE STRATEGIES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $269,000 | -5.6% | 9,251 | -2.2% | 0.05% | +8.2% |
| Q4 2021 | $285,000 | -80.3% | 9,457 | -81.5% | 0.05% | -88.3% |
| Q4 2020 | $1,446,000 | -12.4% | 51,087 | -19.9% | 0.42% | -24.0% |
| Q3 2020 | $1,650,000 | -43.6% | 63,797 | -46.2% | 0.55% | -26.6% |
| Q2 2020 | $2,926,000 | +1254.6% | 118,601 | +1111.2% | 0.75% | +690.5% |
| Q1 2020 | $216,000 | -94.7% | 9,792 | -93.3% | 0.10% | -93.0% |
| Q3 2019 | $4,088,000 | -9.2% | 146,625 | -8.3% | 1.35% | -5.6% |
| Q2 2019 | $4,504,000 | +25.3% | 159,963 | +25.3% | 1.43% | +19.0% |
| Q1 2019 | $3,596,000 | – | 127,666 | – | 1.20% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hartford Funds Management Co LLC | 3,120,484 | $93,927,000 | 9.02% |
| ARGI Investment Services, LLC | 5,011,668 | $150,851,000 | 4.78% |
| FOSTER & MOTLEY INC | 1,709,727 | $51,463,000 | 4.28% |
| White Pine Investment CO | 387,685 | $11,669,000 | 4.08% |
| IAG Wealth Partners, LLC | 377,501 | $11,363,000 | 4.04% |
| Fermata Advisors, LLC | 298,768 | $8,993,000 | 3.97% |
| HOWARD FINANCIAL SERVICES, LTD. | 287,978 | $8,668,000 | 3.25% |
| Sowa Financial Group, Inc. | 142,519 | $4,290,000 | 2.78% |
| SlateStone Wealth, LLC | 400,529 | $12,056,000 | 2.76% |
| Trilogy Capital Inc. | 1,065,061 | $32,058,000 | 2.44% |