LATTICE STRATEGIES TR's ticker is ROUS and the CUSIP is 518416409. A total of 38 filers reported holding LATTICE STRATEGIES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $282,000 | -11.9% | 6,966 | -4.5% | 0.11% | -0.9% |
| Q4 2021 | $320,000 | -51.5% | 7,293 | -54.4% | 0.11% | -56.5% |
| Q3 2021 | $660,000 | -87.3% | 16,003 | -87.6% | 0.25% | -89.0% |
| Q2 2021 | $5,207,000 | +22.1% | 129,079 | +14.0% | 2.25% | +5.4% |
| Q1 2021 | $4,266,000 | +18.6% | 113,192 | +10.4% | 2.14% | -9.3% |
| Q4 2020 | $3,597,000 | – | 102,483 | – | 2.36% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hartford Funds Management Co LLC | 2,523,784 | $88,579,000 | 12.72% |
| Paracle Advisors, LLC | 469,062 | $16,462,000 | 3.14% |
| Onyx Bridge Wealth Group LLC | 102,483 | $3,597,000 | 2.36% |
| Resource Planning Group | 38,684 | $1,358,000 | 0.97% |
| Capital Asset Advisory Services LLC | 121,073 | $4,249,000 | 0.76% |
| AVANTAX ADVISORY SERVICES, INC. | 535,992 | $18,809,000 | 0.45% |
| First PREMIER Bank | 26,215 | $920,000 | 0.36% |
| Colonial River Wealth Management, LLC | 10,507 | $386,000 | 0.18% |
| NEXT Financial Group, Inc | 36,304 | $1,274,000 | 0.12% |
| Ten Capital Wealth Advisors, LLC | 9,672 | $339,000 | 0.10% |