LATTICE STRATEGIES TR's ticker is RODM and the CUSIP is 518416102. A total of 116 filers reported holding LATTICE STRATEGIES TR in Q3 2023. 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% | – |
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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% |