LATTICE STRATEGIES TR's ticker is RODM and the CUSIP is 518416102. A total of 120 filers reported holding LATTICE STRATEGIES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $349,000 | -84.9% | 14,189 | -86.5% | 0.49% | -90.1% |
| Q1 2020 | $2,306,000 | -28.4% | 104,932 | -4.3% | 4.99% | -13.6% |
| Q4 2019 | $3,222,000 | +8.9% | 109,702 | +3.3% | 5.77% | -1.9% |
| Q3 2019 | $2,960,000 | +0.2% | 106,162 | +0.9% | 5.88% | -2.5% |
| Q2 2019 | $2,955,000 | -21.7% | 105,263 | -21.4% | 6.04% | +2.3% |
| Q1 2019 | $3,773,000 | – | 133,942 | – | 5.90% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hartford Funds Management Co LLC | 2,569,835 | $72,752,000 | 10.45% |
| ARGI Investment Services, LLC | 5,253,716 | $148,733,000 | 5.78% |
| IAG Wealth Partners, LLC | 405,920 | $11,492,000 | 4.69% |
| Onyx Bridge Wealth Group LLC | 247,615 | $7,010,000 | 4.59% |
| White Pine Investment CO | 373,995 | $10,588,000 | 4.29% |
| Parcion Private Wealth LLC | 1,102,825 | $31,221,000 | 4.13% |
| Paracle Advisors, LLC | 713,290 | $20,193,000 | 3.86% |
| FOSTER & MOTLEY INC | 1,157,726 | $32,775,000 | 3.17% |
| Baystate Wealth Management LLC | 960,022 | $27,178,000 | 3.10% |
| Sowa Financial Group, Inc. | 153,633 | $4,349,000 | 2.93% |