LATTICE STRATEGIES TR's ticker is ROUS and the CUSIP is 518416409. A total of 46 filers reported holding LATTICE STRATEGIES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $25,580 | -3.2% | 637 | -0.2% | 0.00% | – |
| Q2 2023 | $26,432 | -48.0% | 638 | -49.9% | 0.00% | – |
| Q1 2023 | $50,804 | +104.4% | 1,274 | +100.0% | 0.00% | – |
| Q4 2022 | $24,861 | +13.0% | 637 | 0.0% | 0.00% | – |
| Q3 2022 | $22,000 | -8.3% | 637 | 0.0% | 0.00% | – |
| Q2 2022 | $24,000 | -11.1% | 637 | 0.0% | 0.00% | – |
| Q1 2022 | $27,000 | -44.9% | 637 | -42.9% | 0.00% | – |
| Q4 2021 | $49,000 | +4800.0% | 1,115 | +2913.5% | 0.00% | – |
| Q3 2021 | $1,000 | 0.0% | 37 | -2.6% | 0.00% | – |
| Q2 2021 | $1,000 | -88.9% | 38 | -84.8% | 0.00% | – |
| Q1 2021 | $9,000 | +50.0% | 250 | +14.2% | 0.00% | – |
| Q1 2020 | $6,000 | -45.5% | 219 | -32.2% | 0.00% | – |
| Q4 2019 | $11,000 | +10.0% | 323 | 0.0% | 0.00% | – |
| Q3 2019 | $10,000 | – | 323 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hartford Funds Management Co LLC | 2,735,153 | $109,837,454 | 11.68% |
| Wagner Wealth Management, LLC | 211,188 | $8,480,831 | 3.12% |
| Resource Planning Group | 21,500 | $863,391 | 0.73% |
| First PREMIER Bank | 21,560 | $865 | 0.26% |
| AVANTAX ADVISORY SERVICES, INC. | 490,176 | $19,684,323 | 0.22% |
| Western Wealth Management, LLC | 49,585 | $1,991,215 | 0.17% |
| Kathleen S. Wright Associates Inc. | 6,170 | $247,759 | 0.14% |
| COLDSTREAM CAPITAL MANAGEMENT INC | 87,955 | $3,532,071 | 0.12% |
| Main Street Financial Solutions, LLC | 18,010 | $723,254 | 0.10% |
| RAM Investment Partners, LLC | 5,750 | $230,907 | 0.10% |