LATTICE STRATEGIES TR's ticker is RODM and the CUSIP is 518416102. A total of 137 filers reported holding LATTICE STRATEGIES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hartford Funds Management Co LLC | 3,120,351 | $93,954,000 | 8.91% |
| ARGI Investment Services, LLC | 6,124,701 | $184,415,000 | 5.38% |
| FOSTER & MOTLEY INC | 1,841,837 | $55,458,000 | 4.32% |
| White Pine Investment CO | 386,496 | $11,637,000 | 3.87% |
| IAG Wealth Partners, LLC | 364,550 | $10,977,000 | 3.52% |
| HOWARD FINANCIAL SERVICES, LTD. | 388,072 | $11,685,000 | 3.50% |
| Trilogy Capital Inc. | 1,095,795 | $32,994,000 | 2.47% |
| Sowa Financial Group, Inc. | 139,261 | $4,193,000 | 2.46% |
| Quantitative Advantage, LLC | 453,364 | $13,651,000 | 2.11% |
| Baystate Wealth Management LLC | 705,571 | $21,245,000 | 1.92% |