LATTICE STRATEGIES TR's ticker is RODM and the CUSIP is 518416102. A total of 3 filers reported holding LATTICE STRATEGIES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.1%.
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 ↓ |
|---|---|---|---|
| Hartford Funds Management Co LLC | 3,120,484 | $93,927,000 | 9.02% |
| ARGI Investment Services, LLC | 5,011,668 | $150,851,000 | 4.78% |
| FOSTER & MOTLEY INC | 1,709,727 | $51,463,000 | 4.28% |
| White Pine Investment CO | 387,685 | $11,669,000 | 4.08% |
| IAG Wealth Partners, LLC | 377,501 | $11,363,000 | 4.04% |
| Fermata Advisors, LLC | 298,768 | $8,993,000 | 3.97% |
| HOWARD FINANCIAL SERVICES, LTD. | 287,978 | $8,668,000 | 3.25% |
| Sowa Financial Group, Inc. | 142,519 | $4,290,000 | 2.78% |
| SlateStone Wealth, LLC | 400,529 | $12,056,000 | 2.76% |
| Trilogy Capital Inc. | 1,065,061 | $32,058,000 | 2.44% |