LATTICE STRATEGIES TR's ticker is RODM and the CUSIP is 518416102. A total of 124 filers reported holding LATTICE STRATEGIES TR in Q1 2023. 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 ↓ |
|---|---|---|---|
| Hartford Funds Management Co LLC | 2,569,835 | $72,752,000 | 10.45% |
| ARGI Investment Services, LLC | 5,253,716 | $148,733,000 | 5.78% |
| IAG Wealth Partners, LLC | 405,920 | $11,492,000 | 4.69% |
| Onyx Bridge Wealth Group LLC | 247,615 | $7,010,000 | 4.59% |
| White Pine Investment CO | 373,995 | $10,588,000 | 4.29% |
| Parcion Private Wealth LLC | 1,102,825 | $31,221,000 | 4.13% |
| Paracle Advisors, LLC | 713,290 | $20,193,000 | 3.86% |
| FOSTER & MOTLEY INC | 1,157,726 | $32,775,000 | 3.17% |
| Baystate Wealth Management LLC | 960,022 | $27,178,000 | 3.10% |
| Sowa Financial Group, Inc. | 153,633 | $4,349,000 | 2.93% |