LATTICE STRATEGIES TR's ticker is RODM and the CUSIP is 518416102. A total of 124 filers reported holding LATTICE STRATEGIES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $26,630 | -23.9% | 1,012 | -23.8% | 0.03% | -22.9% |
Q1 2023 | $34,972 | -1.0% | 1,328 | -6.8% | 0.04% | +29.6% |
Q4 2022 | $35,328 | +14.0% | 1,425 | +0.3% | 0.03% | +8.0% |
Q3 2022 | $31,000 | -11.4% | 1,421 | 0.0% | 0.02% | -3.8% |
Q2 2022 | $35,000 | -14.6% | 1,421 | +0.7% | 0.03% | -3.7% |
Q1 2022 | $41,000 | -4.7% | 1,411 | 0.0% | 0.03% | +3.8% |
Q4 2021 | $43,000 | -25.9% | 1,411 | -27.2% | 0.03% | -29.7% |
Q3 2021 | $58,000 | -25.6% | 1,938 | -23.9% | 0.04% | -22.9% |
Q2 2021 | $78,000 | -67.6% | 2,546 | -68.7% | 0.05% | -69.2% |
Q1 2021 | $241,000 | -84.3% | 8,130 | -85.0% | 0.16% | -84.8% |
Q4 2020 | $1,531,000 | – | 54,064 | – | 1.03% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Hartford Funds Management Co LLC | 3,346,288 | $85,832,287 | 9.13% |
Vawter Financial, Ltd. | 256,112 | $6,569,273 | 5.90% |
Mill Creek Capital Advisors, LLC | 6,472,468 | $166,018,799 | 5.52% |
FOSTER & MOTLEY INC | 1,765,853 | $45,294 | 3.71% |
Resource Planning Group | 154,692 | $3,967,860 | 3.36% |
Arden Trust Co | 652,729 | $16,742,519 | 2.79% |
Sowa Financial Group, Inc. | 137,440 | $3,525 | 2.65% |
WCG Wealth Advisors LLC | 1,220,091 | $31,687 | 2.32% |
Trilogy Capital Inc. | 1,234,926 | $31,675,857 | 2.14% |
Baystate Wealth Management LLC | 867,013 | $22,238,896 | 1.83% |