LATTICE STRATEGIES TR's ticker is RODM and the CUSIP is 518416102. A total of 137 filers reported holding LATTICE STRATEGIES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $255,511 | -7.5% | 10,192 | -4.3% | 0.01% | -63.9% |
Q2 2023 | $276,338 | -10.3% | 10,647 | -8.6% | 0.04% | +140.0% |
Q1 2023 | $308,069 | +24.5% | 11,653 | +16.7% | 0.02% | +36.4% |
Q4 2022 | $247,457 | -34.0% | 9,982 | -42.1% | 0.01% | -50.0% |
Q3 2022 | $375,000 | -8.1% | 17,238 | +5.2% | 0.02% | -8.3% |
Q2 2022 | $408,000 | -13.0% | 16,381 | +1.6% | 0.02% | +41.2% |
Q1 2022 | $469,000 | -1.9% | 16,117 | +1.6% | 0.02% | 0.0% |
Q4 2021 | $478,000 | – | 15,870 | – | 0.02% | – |
Download |
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% |