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 | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $485,000 | -16.1% | 22,300 | -4.0% | 0.46% | -21.3% |
| Q2 2022 | $578,000 | -17.2% | 23,222 | -3.1% | 0.59% | -7.3% |
| Q1 2022 | $698,000 | -7.2% | 23,955 | -4.1% | 0.63% | -4.5% |
| Q4 2021 | $752,000 | -8.4% | 24,982 | -8.4% | 0.66% | -8.6% |
| Q3 2021 | $821,000 | -27.2% | 27,260 | -25.8% | 0.72% | -26.5% |
| Q2 2021 | $1,128,000 | – | 36,725 | – | 0.99% | – |
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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% |