LATTICE STRATEGIES TR's ticker is RODM and the CUSIP is 518416102. A total of 130 filers reported holding LATTICE STRATEGIES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $214,000 | -45.3% | 6,982 | -47.0% | 0.06% | -51.2% |
| Q1 2021 | $391,000 | -83.8% | 13,175 | -84.5% | 0.12% | -85.2% |
| Q4 2020 | $2,412,000 | -44.2% | 85,209 | -49.0% | 0.83% | -50.4% |
| Q3 2020 | $4,321,000 | +42.6% | 166,975 | +35.7% | 1.68% | +26.1% |
| Q2 2020 | $3,030,000 | – | 123,090 | – | 1.33% | – |
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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% |