LATTICE STRATEGIES TR's ticker is ROSC and the CUSIP is 518416508. A total of 16 filers reported holding LATTICE STRATEGIES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $173,178 | -2.6% | 4,802 | 0.0% | 0.10% | -14.2% |
| Q2 2023 | $177,874 | +3.7% | 4,802 | +0.3% | 0.11% | 0.0% |
| Q1 2023 | $171,590 | +0.9% | 4,787 | +0.3% | 0.11% | -1.7% |
| Q4 2022 | $170,000 | +11.1% | 4,773 | +0.8% | 0.12% | -7.3% |
| Q3 2022 | $153,000 | -33.5% | 4,735 | -30.3% | 0.12% | -36.1% |
| Q2 2022 | $230,000 | -11.9% | 6,794 | 0.0% | 0.19% | +2.1% |
| Q1 2022 | $261,000 | +17.0% | 6,794 | +23.5% | 0.19% | +15.9% |
| Q4 2021 | $223,000 | – | 5,499 | – | 0.16% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wagner Wealth Management, LLC | 27,482 | $980,587 | 0.61% |
| Independent Wealth Network Inc. | 9,451 | $337,214 | 0.23% |
| Kathleen S. Wright Associates Inc. | 4,773 | $170,000 | 0.12% |
| Atria Wealth Solutions, Inc. | 101,570 | $3,624,097 | 0.06% |
| Advisory Services Network, LLC | 10,140 | $361,804 | 0.01% |
| Mariner, LLC | 50,050 | $1,786 | 0.01% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 446 | $15,913 | 0.00% |
| LPL Financial LLC | 73,012 | $2,605,145 | 0.00% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 775 | $28 | 0.00% |
| WELLS FARGO & COMPANY/MN | 0 | $0 | 0.00% |