LATTICE STRATEGIES TR's ticker is ROSC and the CUSIP is 518416508. A total of 7 filers reported holding LATTICE STRATEGIES TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $8,000 | -94.0% | 200 | -94.3% | 0.00% | – |
| Q3 2021 | $134,000 | -68.9% | 3,516 | -68.0% | 0.00% | – |
| Q2 2021 | $431,000 | -2.9% | 10,972 | -6.8% | 0.00% | – |
| Q1 2021 | $444,000 | +8.6% | 11,767 | -9.4% | 0.00% | – |
| Q4 2020 | $409,000 | +1.2% | 12,988 | -17.2% | 0.00% | – |
| Q3 2020 | $404,000 | -2.2% | 15,680 | -5.0% | 0.00% | – |
| Q2 2020 | $413,000 | -14.1% | 16,511 | -29.6% | 0.00% | – |
| Q1 2020 | $481,000 | -66.2% | 23,440 | -49.7% | 0.00% | – |
| Q4 2019 | $1,425,000 | +13.6% | 46,622 | +5.9% | 0.00% | – |
| Q3 2019 | $1,254,000 | -27.8% | 44,010 | -26.2% | 0.00% | – |
| Q2 2019 | $1,737,000 | -16.8% | 59,621 | -15.7% | 0.00% | – |
| Q1 2019 | $2,087,000 | -51.0% | 70,749 | -55.3% | 0.00% | -100.0% |
| Q4 2018 | $4,261,000 | -27.4% | 158,222 | -14.6% | 0.00% | 0.0% |
| Q3 2018 | $5,869,000 | +9.6% | 185,195 | +9.3% | 0.00% | 0.0% |
| Q2 2018 | $5,354,000 | -17.2% | 169,445 | -16.8% | 0.00% | 0.0% |
| Q1 2018 | $6,467,000 | +18.1% | 203,550 | +17.3% | 0.00% | 0.0% |
| Q4 2017 | $5,477,000 | +148.6% | 173,461 | +139.0% | 0.00% | – |
| Q3 2017 | $2,203,000 | +10.4% | 72,584 | +2.9% | 0.00% | – |
| Q2 2017 | $1,996,000 | +1.0% | 70,512 | -1.3% | 0.00% | – |
| Q1 2017 | $1,976,000 | – | 71,416 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Independent Wealth Network Inc. | 16,125 | $654,000 | 0.40% |
| Kathleen S. Wright Associates Inc. | 5,499 | $223,000 | 0.16% |
| NORTHWEST WEALTH MANAGEMENT, LLC | 5,378 | $218,000 | 0.10% |
| Capital Asset Advisory Services LLC | 8,701 | $353,000 | 0.04% |
| Patriot Financial Group Insurance Agency, LLC | 4,271 | $173,000 | 0.03% |
| Advisory Services Network, LLC | 12,617 | $511,000 | 0.02% |
| LPL Financial LLC | 75,485 | $3,059,000 | 0.00% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 365 | $15,000 | 0.00% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 500 | $20,000 | 0.00% |
| American Portfolios Advisors | 494 | $20,021 | 0.00% |