LATTICE STRATEGIES TR's ticker is ROUS and the CUSIP is 518416409. A total of 40 filers reported holding LATTICE STRATEGIES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hartford Funds Management Co LLC | 2,735,153 | $109,837,454 | 11.68% |
| Wagner Wealth Management, LLC | 211,188 | $8,480,831 | 3.12% |
| Resource Planning Group | 21,500 | $863,391 | 0.73% |
| First PREMIER Bank | 21,560 | $865 | 0.26% |
| AVANTAX ADVISORY SERVICES, INC. | 490,176 | $19,684,323 | 0.22% |
| Western Wealth Management, LLC | 49,585 | $1,991,215 | 0.17% |
| Kathleen S. Wright Associates Inc. | 6,170 | $247,759 | 0.14% |
| COLDSTREAM CAPITAL MANAGEMENT INC | 87,955 | $3,532,071 | 0.12% |
| Main Street Financial Solutions, LLC | 18,010 | $723,254 | 0.10% |
| RAM Investment Partners, LLC | 5,750 | $230,907 | 0.10% |