LATTICE STRATEGIES TR's ticker is ROUS and the CUSIP is 518416409. A total of 42 filers reported holding LATTICE STRATEGIES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
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 | 2,399,181 | $105,611,000 | 10.02% |
| Resource Planning Group | 31,697 | $1,395,000 | 0.94% |
| COLDSTREAM CAPITAL MANAGEMENT INC | 545,364 | $24,007,000 | 0.75% |
| AVANTAX ADVISORY SERVICES, INC. | 534,301 | $23,520,000 | 0.35% |
| Colonial River Wealth Management, LLC | 14,806 | $652,000 | 0.35% |
| First PREMIER Bank | 24,390 | $1,073,000 | 0.28% |
| Kathleen S. Wright Associates Inc. | 3,881 | $171,000 | 0.13% |
| Ten Capital Wealth Advisors, LLC | 6,982 | $307,000 | 0.12% |
| NEXT Financial Group, Inc | 42,160 | $1,856,000 | 0.12% |
| Capital Asset Advisory Services LLC | 26,168 | $1,152,000 | 0.12% |