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 | ||||
|---|---|---|---|---|---|---|
| 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 | 3,120,351 | $93,954,000 | 8.91% |
| ARGI Investment Services, LLC | 6,124,701 | $184,415,000 | 5.38% |
| FOSTER & MOTLEY INC | 1,841,837 | $55,458,000 | 4.32% |
| White Pine Investment CO | 386,496 | $11,637,000 | 3.87% |
| IAG Wealth Partners, LLC | 364,550 | $10,977,000 | 3.52% |
| HOWARD FINANCIAL SERVICES, LTD. | 388,072 | $11,685,000 | 3.50% |
| Trilogy Capital Inc. | 1,095,795 | $32,994,000 | 2.47% |
| Sowa Financial Group, Inc. | 139,261 | $4,193,000 | 2.46% |
| Quantitative Advantage, LLC | 453,364 | $13,651,000 | 2.11% |
| Baystate Wealth Management LLC | 705,571 | $21,245,000 | 1.92% |