LATTICE STRATEGIES TR's ticker is RODM and the CUSIP is 518416102. A total of 142 filers reported holding LATTICE STRATEGIES TR in Q4 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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hartford Funds Management Co LLC | 3,120,484 | $93,927,000 | 9.02% |
| ARGI Investment Services, LLC | 5,011,668 | $150,851,000 | 4.78% |
| FOSTER & MOTLEY INC | 1,709,727 | $51,463,000 | 4.28% |
| White Pine Investment CO | 387,685 | $11,669,000 | 4.08% |
| IAG Wealth Partners, LLC | 377,501 | $11,363,000 | 4.04% |
| Fermata Advisors, LLC | 298,768 | $8,993,000 | 3.97% |
| HOWARD FINANCIAL SERVICES, LTD. | 287,978 | $8,668,000 | 3.25% |
| Sowa Financial Group, Inc. | 142,519 | $4,290,000 | 2.78% |
| SlateStone Wealth, LLC | 400,529 | $12,056,000 | 2.76% |
| Trilogy Capital Inc. | 1,065,061 | $32,058,000 | 2.44% |