LATTICE STRATEGIES TR's ticker is RODM and the CUSIP is 518416102. A total of 142 filers reported holding LATTICE STRATEGIES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $201,554 | -0.0% | 7,658 | +0.0% | 0.05% | -40.0% |
| Q1 2023 | $201,617 | -0.2% | 7,657 | -3.3% | 0.08% | -2.4% |
| Q4 2022 | $202,012 | -71.3% | 7,919 | -69.0% | 0.08% | -69.3% |
| Q1 2022 | $703,000 | -11.9% | 25,522 | -3.2% | 0.27% | -0.7% |
| Q4 2021 | $798,000 | -66.2% | 26,359 | -65.7% | 0.27% | -69.6% |
| Q3 2021 | $2,360,000 | -91.3% | 76,915 | -91.3% | 0.89% | -92.5% |
| Q2 2021 | $27,225,000 | +234.7% | 886,808 | +223.8% | 11.77% | +189.0% |
| Q1 2021 | $8,133,000 | +16.0% | 273,851 | +10.6% | 4.07% | -11.3% |
| Q4 2020 | $7,010,000 | – | 247,615 | – | 4.59% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hartford Funds Management Co LLC | 3,120,484 | $93,927,000 | 9.02% |
| ARGI Investment Services, LLC | 5,011,668 | $150,851,000 | 4.78% |
| FOSTER & MOTLEY INC | 1,709,727 | $51,463,000 | 4.28% |
| White Pine Investment CO | 387,685 | $11,669,000 | 4.08% |
| IAG Wealth Partners, LLC | 377,501 | $11,363,000 | 4.04% |
| Fermata Advisors, LLC | 298,768 | $8,993,000 | 3.97% |
| HOWARD FINANCIAL SERVICES, LTD. | 287,978 | $8,668,000 | 3.25% |
| Sowa Financial Group, Inc. | 142,519 | $4,290,000 | 2.78% |
| SlateStone Wealth, LLC | 400,529 | $12,056,000 | 2.76% |
| Trilogy Capital Inc. | 1,065,061 | $32,058,000 | 2.44% |