LATTICE STRATEGIES TR's ticker is RODM and the CUSIP is 518416102. A total of 129 filers reported holding LATTICE STRATEGIES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,489,521 | -29.1% | 58,071 | -27.2% | 0.02% | -28.6% |
| Q2 2023 | $2,099,573 | -12.2% | 79,771 | -12.1% | 0.02% | -19.2% |
| Q1 2023 | $2,390,385 | +3.3% | 90,786 | -2.7% | 0.03% | +23.8% |
| Q4 2022 | $2,313,675 | -99.9% | 93,331 | -58.8% | 0.02% | -19.2% |
| Q3 2022 | $2,462,460,000 | +91748.6% | 226,312 | +110.1% | 0.03% | -7.1% |
| Q2 2022 | $2,681,000 | -6.5% | 107,715 | +9.4% | 0.03% | -6.7% |
| Q1 2022 | $2,867,000 | +6.1% | 98,469 | +9.7% | 0.03% | +11.1% |
| Q4 2021 | $2,702,000 | +3.7% | 89,746 | +3.7% | 0.03% | +3.8% |
| Q3 2021 | $2,606,000 | +63.2% | 86,582 | +66.5% | 0.03% | +44.4% |
| Q2 2021 | $1,597,000 | -99.9% | 52,004 | +20.6% | 0.02% | -14.3% |
| Q3 2020 | $1,112,000,000 | – | 43,136 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Onyx Bridge Wealth Group LLC | 886,808 | $27,225,000 | 11.77% |
| Hartford Funds Management Co LLC | 3,119,835 | $95,810,000 | 10.39% |
| Fermata Advisors, LLC | 298,763 | $9,175,000 | 5.33% |
| ARGI Investment Services, LLC | 4,820,124 | $148,026,000 | 4.81% |
| IAG Wealth Partners, LLC | 384,562 | $11,810,000 | 4.24% |
| FOSTER & MOTLEY INC | 1,604,116 | $49,262,000 | 4.12% |
| White Pine Investment CO | 385,910 | $11,851,000 | 4.08% |
| Sowa Financial Group, Inc. | 143,830 | $4,417,000 | 3.27% |
| HOWARD FINANCIAL SERVICES, LTD. | 249,574 | $7,664,000 | 3.00% |
| SlateStone Wealth, LLC | 391,715 | $12,030,000 | 2.75% |