LATTICE STRATEGIES TR's ticker is RODM and the CUSIP is 518416102. A total of 129 filers reported holding LATTICE STRATEGIES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $2,975 | +6.2% | 113 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $2,801 | +40.0% | 113 | +7.6% | 0.00% | +100.0% |
| Q3 2022 | $2,000 | -33.3% | 105 | +4.0% | 0.00% | -50.0% |
| Q2 2022 | $3,000 | 0.0% | 101 | 0.0% | 0.00% | +100.0% |
| Q1 2022 | $3,000 | 0.0% | 101 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $3,000 | 0.0% | 101 | 0.0% | 0.00% | -50.0% |
| Q3 2021 | $3,000 | – | 101 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hartford Funds Management Co LLC | 2,569,835 | $63,269,000 | 7.95% |
| ARGI Investment Services, LLC | 4,981,454 | $128,920,000 | 5.78% |
| IAG Wealth Partners, LLC | 405,969 | $10,507,000 | 4.85% |
| White Pine Investment CO | 364,040 | $9,421,000 | 4.34% |
| Parcion Private Wealth LLC | 1,088,200 | $28,282,000 | 4.32% |
| VIVID FINANCIAL MANAGEMENT, INC. | 235,260 | $6,089,000 | 3.74% |
| Paracle Advisors, LLC | 666,150 | $17,239,000 | 3.72% |
| Baystate Wealth Management LLC | 1,201,043 | $31,083,000 | 3.71% |
| CLIENT 1ST ADVISORY GROUP, LLC | 178,452 | $4,886,000 | 3.42% |
| FOSTER & MOTLEY INC | 1,075,629 | $27,837,000 | 3.28% |