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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 | $2,643,000 | – | 95,916 | – | 0.18% | – |
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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% |