LATTICE STRATEGIES TR's ticker is RODM and the CUSIP is 518416102. A total of 126 filers reported holding LATTICE STRATEGIES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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% | – |
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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% |