WealthPlan Investment Management, LLC - LATTICE STRATEGIES TR ownership

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
WealthPlan Investment Management, LLC ownership history of LATTICE STRATEGIES TR
ValueSharesWeighting
Q4 2023$201,337
+336.7%
7,343
+319.1%
0.03%
+128.6%
Q2 2023$46,107
-74.7%
1,752
-74.7%
0.01%
-54.8%
Q1 2023$182,268
-90.3%
6,922
-90.3%
0.03%
-76.3%
Q4 2022$1,878,729
+6.7%
71,353
+1.9%
0.13%
+2.3%
Q3 2022$1,760,000
-33.4%
70,016
-27.0%
0.13%
-30.1%
Q1 2022$2,643,00095,9160.18%
Other shareholders
LATTICE STRATEGIES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Hartford Funds Management Co LLC 3,120,351$93,954,0008.91%
ARGI Investment Services, LLC 6,124,701$184,415,0005.38%
FOSTER & MOTLEY INC 1,841,837$55,458,0004.32%
White Pine Investment CO 386,496$11,637,0003.87%
IAG Wealth Partners, LLC 364,550$10,977,0003.52%
HOWARD FINANCIAL SERVICES, LTD. 388,072$11,685,0003.50%
Trilogy Capital Inc. 1,095,795$32,994,0002.47%
Sowa Financial Group, Inc. 139,261$4,193,0002.46%
Quantitative Advantage, LLC 453,364$13,651,0002.11%
Baystate Wealth Management LLC 705,571$21,245,0001.92%
View complete list of LATTICE STRATEGIES TR shareholders