LATTICE STRATEGIES TR's ticker is RODM and the CUSIP is 518416102. A total of 141 filers reported holding LATTICE STRATEGIES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $507,947 | -27.5% | 20,490 | -36.4% | 0.20% | -33.4% |
| Q3 2022 | $701,000 | -15.5% | 32,224 | -3.4% | 0.30% | -10.8% |
| Q2 2022 | $830,000 | -28.5% | 33,359 | -16.4% | 0.33% | -30.1% |
| Q1 2022 | $1,161,000 | -6.2% | 39,883 | -3.0% | 0.48% | +4.2% |
| Q4 2021 | $1,238,000 | -30.7% | 41,108 | -30.7% | 0.46% | -50.6% |
| Q3 2021 | $1,787,000 | -1.0% | 59,354 | +1.0% | 0.92% | -5.2% |
| Q2 2021 | $1,805,000 | -2.4% | 58,789 | -5.6% | 0.98% | -11.8% |
| Q1 2021 | $1,849,000 | +5.2% | 62,262 | +0.2% | 1.10% | -3.7% |
| Q4 2020 | $1,758,000 | – | 62,110 | – | 1.15% | – |
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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% |