LATTICE STRATEGIES TR's ticker is ROUS and the CUSIP is 518416409. A total of 46 filers reported holding LATTICE STRATEGIES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
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 | 2,735,153 | $109,837,454 | 11.68% |
| Wagner Wealth Management, LLC | 211,188 | $8,480,831 | 3.12% |
| Resource Planning Group | 21,500 | $863,391 | 0.73% |
| First PREMIER Bank | 21,560 | $865 | 0.26% |
| AVANTAX ADVISORY SERVICES, INC. | 490,176 | $19,684,323 | 0.22% |
| Western Wealth Management, LLC | 49,585 | $1,991,215 | 0.17% |
| Kathleen S. Wright Associates Inc. | 6,170 | $247,759 | 0.14% |
| COLDSTREAM CAPITAL MANAGEMENT INC | 87,955 | $3,532,071 | 0.12% |
| Main Street Financial Solutions, LLC | 18,010 | $723,254 | 0.10% |
| RAM Investment Partners, LLC | 5,750 | $230,907 | 0.10% |