LATTICE STRATEGIES TR's ticker is ROUS and the CUSIP is 518416409. A total of 42 filers reported holding LATTICE STRATEGIES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $407,882 | -3.1% | 10,157 | 0.0% | 0.01% | 0.0% |
Q2 2023 | $420,805 | +3.9% | 10,157 | 0.0% | 0.01% | -11.1% |
Q1 2023 | $405,029 | +2.2% | 10,157 | 0.0% | 0.01% | -18.2% |
Q4 2022 | $396,404 | +10.4% | 10,157 | 0.0% | 0.01% | +10.0% |
Q3 2022 | $359,000 | -5.8% | 10,157 | 0.0% | 0.01% | -16.7% |
Q2 2022 | $381,000 | -11.0% | 10,157 | 0.0% | 0.01% | +20.0% |
Q1 2022 | $428,000 | -4.3% | 10,157 | 0.0% | 0.01% | 0.0% |
Q4 2021 | $447,000 | – | 10,157 | – | 0.01% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Hartford Funds Management Co LLC | 2,399,181 | $105,611,000 | 10.02% |
Resource Planning Group | 31,697 | $1,395,000 | 0.94% |
COLDSTREAM CAPITAL MANAGEMENT INC | 545,364 | $24,007,000 | 0.75% |
AVANTAX ADVISORY SERVICES, INC. | 534,301 | $23,520,000 | 0.35% |
Colonial River Wealth Management, LLC | 14,806 | $652,000 | 0.35% |
First PREMIER Bank | 24,390 | $1,073,000 | 0.28% |
Kathleen S. Wright Associates Inc. | 3,881 | $171,000 | 0.13% |
Ten Capital Wealth Advisors, LLC | 6,982 | $307,000 | 0.12% |
NEXT Financial Group, Inc | 42,160 | $1,856,000 | 0.12% |
Capital Asset Advisory Services LLC | 26,168 | $1,152,000 | 0.12% |