YARGER WEALTH STRATEGIES, LLC - LATTICE STRATEGIES TR ownership

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
YARGER WEALTH STRATEGIES, LLC ownership history of LATTICE STRATEGIES TR
ValueSharesWeighting
Q3 2022$328,000
-29.9%
15,096
-19.9%
0.44%
-28.0%
Q2 2022$468,000
-12.4%
18,844
+2.7%
0.60%
-13.3%
Q1 2022$534,000
-63.2%
18,344
-62.0%
0.70%
-55.5%
Q4 2021$1,453,00048,2491.57%
Other shareholders
LATTICE STRATEGIES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Hartford Funds Management Co LLC 3,346,288$85,832,2879.13%
Vawter Financial, Ltd. 256,112$6,569,2735.90%
Mill Creek Capital Advisors, LLC 6,472,468$166,018,7995.52%
FOSTER & MOTLEY INC 1,765,853$45,2943.71%
Resource Planning Group 154,692$3,967,8603.36%
Arden Trust Co 652,729$16,742,5192.79%
Sowa Financial Group, Inc. 137,440$3,5252.65%
WCG Wealth Advisors LLC 1,220,091$31,6872.32%
Trilogy Capital Inc. 1,234,926$31,675,8572.14%
Baystate Wealth Management LLC 867,013$22,238,8961.83%
View complete list of LATTICE STRATEGIES TR shareholders