LATTICE STRATEGIES TR's ticker is RODM and the CUSIP is 518416102. A total of 141 filers reported holding LATTICE STRATEGIES TR in Q1 2022. 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 ↓ |
|---|---|---|---|
| Onyx Bridge Wealth Group LLC | 886,808 | $27,225,000 | 11.77% |
| Hartford Funds Management Co LLC | 3,119,835 | $95,810,000 | 10.39% |
| Fermata Advisors, LLC | 298,763 | $9,175,000 | 5.33% |
| ARGI Investment Services, LLC | 4,820,124 | $148,026,000 | 4.81% |
| IAG Wealth Partners, LLC | 384,562 | $11,810,000 | 4.24% |
| FOSTER & MOTLEY INC | 1,604,116 | $49,262,000 | 4.12% |
| White Pine Investment CO | 385,910 | $11,851,000 | 4.08% |
| Sowa Financial Group, Inc. | 143,830 | $4,417,000 | 3.27% |
| HOWARD FINANCIAL SERVICES, LTD. | 249,574 | $7,664,000 | 3.00% |
| SlateStone Wealth, LLC | 391,715 | $12,030,000 | 2.75% |