LATTICE STRATEGIES TR's ticker is RODM and the CUSIP is 518416102. A total of 129 filers reported holding LATTICE STRATEGIES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $1,991,000 | -5.9% | 76,937 | -10.5% | 0.06% | -13.2% |
| Q2 2020 | $2,116,000 | +8.1% | 85,960 | -3.2% | 0.07% | -6.8% |
| Q1 2020 | $1,958,000 | -28.9% | 88,824 | -5.2% | 0.07% | -18.0% |
| Q4 2019 | $2,753,000 | +12.5% | 93,725 | +6.8% | 0.09% | -1.1% |
| Q3 2019 | $2,447,000 | +7.9% | 87,762 | +9.0% | 0.09% | +2.3% |
| Q2 2019 | $2,268,000 | +4.7% | 80,525 | +4.7% | 0.09% | -2.2% |
| Q1 2019 | $2,166,000 | +52.8% | 76,905 | +39.9% | 0.09% | +38.5% |
| Q4 2018 | $1,418,000 | +8.7% | 54,976 | +22.0% | 0.06% | +47.7% |
| Q3 2018 | $1,305,000 | +149.0% | 45,060 | +143.8% | 0.04% | +131.6% |
| Q2 2018 | $524,000 | – | 18,480 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hartford Funds Management Co LLC | 2,569,835 | $72,752,000 | 10.45% |
| ARGI Investment Services, LLC | 5,253,716 | $148,733,000 | 5.78% |
| IAG Wealth Partners, LLC | 405,920 | $11,492,000 | 4.69% |
| Onyx Bridge Wealth Group LLC | 247,615 | $7,010,000 | 4.59% |
| White Pine Investment CO | 373,995 | $10,588,000 | 4.29% |
| Parcion Private Wealth LLC | 1,102,825 | $31,221,000 | 4.13% |
| Paracle Advisors, LLC | 713,290 | $20,193,000 | 3.86% |
| FOSTER & MOTLEY INC | 1,157,726 | $32,775,000 | 3.17% |
| Baystate Wealth Management LLC | 960,022 | $27,178,000 | 3.10% |
| Sowa Financial Group, Inc. | 153,633 | $4,349,000 | 2.93% |