LATTICE STRATEGIES TR's ticker is RODM and the CUSIP is 518416102. A total of 136 filers reported holding LATTICE STRATEGIES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2023 | $253 | -99.9% | 9,663 | -5.5% | 0.00% | 0.0% |
Q3 2022 | $223,000 | -39.2% | 10,220 | -30.6% | 0.00% | 0.0% |
Q2 2022 | $367,000 | -15.0% | 14,726 | -0.7% | 0.00% | 0.0% |
Q1 2022 | $432,000 | -15.8% | 14,828 | -11.3% | 0.00% | 0.0% |
Q4 2021 | $513,000 | +2.0% | 16,709 | 0.0% | 0.00% | 0.0% |
Q3 2021 | $503,000 | -1.9% | 16,709 | 0.0% | 0.00% | 0.0% |
Q2 2021 | $513,000 | -27.8% | 16,709 | -30.2% | 0.00% | -50.0% |
Q1 2021 | $711,000 | -63.9% | 23,924 | -65.6% | 0.00% | -60.0% |
Q4 2020 | $1,972,000 | -51.8% | 69,643 | -55.9% | 0.01% | -54.5% |
Q3 2020 | $4,089,000 | +431.7% | 157,990 | +352.6% | 0.01% | +450.0% |
Q2 2020 | $769,000 | 0.0% | 34,906 | 0.0% | 0.00% | -33.3% |
Q1 2020 | $769,000 | -20.8% | 34,906 | +5.6% | 0.00% | 0.0% |
Q4 2019 | $971,000 | +21.7% | 33,051 | +15.5% | 0.00% | +50.0% |
Q3 2019 | $798,000 | – | 28,624 | – | 0.00% | – |
Download |
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% |