LATTICE STRATEGIES TR's ticker is ROUS and the CUSIP is 518416409. A total of 40 filers reported holding LATTICE STRATEGIES TR in Q3 2023. 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 | 2,523,784 | $88,579,000 | 12.72% |
| Paracle Advisors, LLC | 469,062 | $16,462,000 | 3.14% |
| Onyx Bridge Wealth Group LLC | 102,483 | $3,597,000 | 2.36% |
| Resource Planning Group | 38,684 | $1,358,000 | 0.97% |
| Capital Asset Advisory Services LLC | 121,073 | $4,249,000 | 0.76% |
| AVANTAX ADVISORY SERVICES, INC. | 535,992 | $18,809,000 | 0.45% |
| First PREMIER Bank | 26,215 | $920,000 | 0.36% |
| Colonial River Wealth Management, LLC | 10,507 | $386,000 | 0.18% |
| NEXT Financial Group, Inc | 36,304 | $1,274,000 | 0.12% |
| Ten Capital Wealth Advisors, LLC | 9,672 | $339,000 | 0.10% |