LATTICE STRATEGIES TR's ticker is RODM and the CUSIP is 518416102. A total of 104 filers reported holding LATTICE STRATEGIES TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $417,000 | -7.3% | 13,853 | -7.3% | 0.16% | -15.7% |
| Q3 2021 | $450,000 | -41.1% | 14,945 | -39.9% | 0.18% | -41.1% |
| Q2 2021 | $764,000 | -2.9% | 24,885 | -6.0% | 0.31% | -13.3% |
| Q1 2021 | $787,000 | -76.3% | 26,483 | -77.4% | 0.36% | -77.4% |
| Q4 2020 | $3,315,000 | -45.6% | 117,086 | -50.2% | 1.60% | -57.3% |
| Q3 2020 | $6,089,000 | +4.1% | 235,260 | -1.0% | 3.74% | +2.6% |
| Q2 2020 | $5,851,000 | – | 237,635 | – | 3.65% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hartford Funds Management Co LLC | 3,345,605 | $92,413,974 | 8.67% |
| Bennett Associates Wealth Management | 186,106 | $5,140,712 | 4.63% |
| Vawter Financial, Ltd. | 205,340 | $5,672,004 | 3.89% |
| FOSTER & MOTLEY INC | 1,908,324 | $52,713 | 3.62% |
| Arden Trust Co | 486,191 | $13,429,815 | 1.88% |
| Sowa Financial Group, Inc. | 85,931 | $2,374 | 1.80% |
| WCG Wealth Advisors LLC | 843,387 | $23,296 | 1.72% |
| Goldstein Advisors, LLC | 360,304 | $9,952,492 | 1.66% |
| Mill Creek Capital Advisors, LLC | 2,253,681 | $62,252,315 | 1.58% |
| Trilogy Capital Inc. | 666,789 | $18,418,393 | 1.00% |