LATTICE STRATEGIES TR's ticker is RODM and the CUSIP is 518416102. A total of 122 filers reported holding LATTICE STRATEGIES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $115,522 | +136.0% | 4,182 | +139.2% | 0.00% | – |
| Q1 2024 | $48,949 | +78.5% | 1,748 | +74.8% | 0.00% | – |
| Q4 2023 | $27,425 | +14.8% | 1,000 | +7.4% | 0.00% | – |
| Q3 2023 | $23,885 | -68.5% | 931 | -67.6% | 0.00% | – |
| Q2 2023 | $75,733 | -38.5% | 2,877 | -38.5% | 0.00% | – |
| Q1 2023 | $123,194 | +641.7% | 4,678 | +598.2% | 0.00% | – |
| Q4 2022 | $16,609 | +51.0% | 670 | +44.7% | 0.00% | – |
| Q3 2022 | $11,000 | -52.2% | 463 | -50.3% | 0.00% | – |
| Q2 2022 | $23,000 | -62.3% | 931 | -55.5% | 0.00% | – |
| Q1 2022 | $61,000 | -19.7% | 2,090 | -17.3% | 0.00% | – |
| Q4 2021 | $76,000 | +3700.0% | 2,528 | +4414.3% | 0.00% | – |
| Q3 2021 | $2,000 | 0.0% | 56 | -1.8% | 0.00% | – |
| Q2 2021 | $2,000 | -86.7% | 57 | -88.7% | 0.00% | – |
| Q1 2021 | $15,000 | – | 503 | +12475.0% | 0.00% | – |
| Q4 2020 | $0 | – | 4 | +33.3% | 0.00% | – |
| Q2 2020 | $0 | -100.0% | 3 | -99.0% | 0.00% | – |
| Q1 2020 | $7,000 | -84.4% | 310 | -79.7% | 0.00% | – |
| Q4 2019 | $45,000 | +4.7% | 1,525 | -0.3% | 0.00% | – |
| Q3 2019 | $43,000 | +138.9% | 1,530 | +141.3% | 0.00% | – |
| Q2 2019 | $18,000 | +5.9% | 634 | +7.5% | 0.00% | – |
| Q1 2019 | $17,000 | – | 590 | +58900.0% | 0.00% | – |
| Q4 2018 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q3 2018 | $0 | – | 1 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hartford Funds Management Co LLC | 3,345,605 | $92,413,974 | 8.67% |
| Bennett Associates Wealth Management | 186,106 | $5,140,712 | 4.63% |
| Vawter Financial, Ltd. | 205,340 | $5,672,004 | 3.89% |
| FOSTER & MOTLEY INC | 1,908,324 | $52,713 | 3.62% |
| Arden Trust Co | 486,191 | $13,429,815 | 1.88% |
| Sowa Financial Group, Inc. | 85,931 | $2,374 | 1.80% |
| WCG Wealth Advisors LLC | 843,387 | $23,296 | 1.72% |
| Goldstein Advisors, LLC | 360,304 | $9,952,492 | 1.66% |
| Mill Creek Capital Advisors, LLC | 2,253,681 | $62,252,315 | 1.58% |
| Trilogy Capital Inc. | 666,789 | $18,418,393 | 1.00% |