LATTICE STRATEGIES TR's ticker is RODM and the CUSIP is 518416102. A total of 127 filers reported holding LATTICE STRATEGIES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
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% | – |
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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% |