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 | 1,419,250 | $40,223,000 | 35.97% |
| Lattice Strategies LLC | 980,660 | $27,793,000 | 21.72% |
| Paracle Advisors, LLC | 599,923 | $17,019,000 | 5.29% |
| STRATEGIC WEALTH MANAGEMENT INC | 199,397 | $5,657,000 | 5.04% |
| Smart Portfolios, LLC | 265,279 | $7,526,000 | 4.93% |
| MARINER INDEPENDENT ADVISOR NETWORK, LLC | 230,760 | $6,546,000 | 1.16% |
| Keystone Financial Group | 40,804 | $1,146,000 | 0.64% |
| Atria Investments, Inc | 388,197 | $11,013,000 | 0.48% |
| Cornerstone Wealth Management, LLC | 941,157 | $33,517,000 | 0.38% |
| Raymond James Financial Services Advisors, Inc. | 684,749 | $19,426,000 | 0.10% |