LATTICE STRATEGIES TR's ticker is ROSC and the CUSIP is 518416508. A total of 19 filers reported holding LATTICE STRATEGIES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $60 | +114.3% | 2 | +100.0% | 0.00% | – |
Q2 2023 | $28 | +1300.0% | 1 | – | 0.00% | – |
Q1 2023 | $2 | – | 0 | – | 0.00% | – |
Q4 2022 | $0 | – | 0 | -100.0% | 0.00% | – |
Q3 2022 | $0 | – | 1 | -50.0% | 0.00% | – |
Q2 2022 | $0 | – | 2 | +100.0% | 0.00% | – |
Q1 2022 | $0 | – | 1 | – | 0.00% | – |
Q4 2021 | $0 | – | 0 | -100.0% | 0.00% | – |
Q3 2021 | $0 | – | 1 | 0.0% | 0.00% | – |
Q2 2021 | $0 | – | 1 | 0.0% | 0.00% | – |
Q1 2021 | $0 | – | 1 | 0.0% | 0.00% | – |
Q4 2020 | $0 | – | 1 | 0.0% | 0.00% | – |
Q3 2020 | $0 | – | 1 | 0.0% | 0.00% | – |
Q2 2020 | $0 | – | 1 | – | 0.00% | – |
Q1 2020 | $0 | – | 0 | – | 0.00% | – |
Q4 2019 | $0 | – | 0 | -100.0% | 0.00% | – |
Q3 2019 | $0 | – | 1 | 0.0% | 0.00% | – |
Q2 2019 | $0 | – | 1 | – | 0.00% | – |
Download |
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% |