LATTICE STRATEGIES TR's ticker is RODM and the CUSIP is 518416102. A total of 137 filers reported holding LATTICE STRATEGIES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $547,151 | -11.5% | 20,348 | -14.0% | 0.11% | -20.3% |
| Q4 2022 | $617,927 | +13.0% | 23,666 | -6.0% | 0.14% | -2.1% |
| Q3 2022 | $547,000 | -30.1% | 25,178 | -19.8% | 0.15% | -12.0% |
| Q2 2022 | $782,000 | -27.6% | 31,399 | -15.3% | 0.17% | -14.0% |
| Q1 2022 | $1,080,000 | -11.9% | 37,090 | -8.9% | 0.19% | -9.8% |
| Q4 2021 | $1,226,000 | -2.8% | 40,709 | -0.8% | 0.21% | -7.8% |
| Q3 2021 | $1,261,000 | -2.6% | 41,023 | -0.2% | 0.23% | -24.9% |
| Q2 2021 | $1,295,000 | +3.1% | 41,119 | +0.4% | 0.31% | -3.1% |
| Q1 2021 | $1,256,000 | +7.3% | 40,959 | -1.0% | 0.32% | -39.0% |
| Q4 2020 | $1,171,000 | -4.7% | 41,362 | -7.8% | 0.52% | -13.3% |
| Q3 2020 | $1,229,000 | +18.3% | 44,867 | +14.0% | 0.60% | +51.9% |
| Q2 2020 | $1,039,000 | – | 39,371 | – | 0.40% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hartford Funds Management Co LLC | 2,569,835 | $72,752,000 | 10.45% |
| ARGI Investment Services, LLC | 5,253,716 | $148,733,000 | 5.78% |
| IAG Wealth Partners, LLC | 405,920 | $11,492,000 | 4.69% |
| Onyx Bridge Wealth Group LLC | 247,615 | $7,010,000 | 4.59% |
| White Pine Investment CO | 373,995 | $10,588,000 | 4.29% |
| Parcion Private Wealth LLC | 1,102,825 | $31,221,000 | 4.13% |
| Paracle Advisors, LLC | 713,290 | $20,193,000 | 3.86% |
| FOSTER & MOTLEY INC | 1,157,726 | $32,775,000 | 3.17% |
| Baystate Wealth Management LLC | 960,022 | $27,178,000 | 3.10% |
| Sowa Financial Group, Inc. | 153,633 | $4,349,000 | 2.93% |