LATTICE STRATEGIES TR's ticker is ROSC and the CUSIP is 518416508. A total of 18 filers reported holding LATTICE STRATEGIES TR in Q3 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wagner Wealth Management, LLC | 27,482 | $980,587 | 0.61% |
| Independent Wealth Network Inc. | 9,451 | $337,214 | 0.23% |
| Kathleen S. Wright Associates Inc. | 4,773 | $170,000 | 0.12% |
| Atria Wealth Solutions, Inc. | 101,570 | $3,624,097 | 0.06% |
| Advisory Services Network, LLC | 10,140 | $361,804 | 0.01% |
| Mariner, LLC | 50,050 | $1,786 | 0.01% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 446 | $15,913 | 0.00% |
| LPL Financial LLC | 73,012 | $2,605,145 | 0.00% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 775 | $28 | 0.00% |
| WELLS FARGO & COMPANY/MN | 0 | $0 | 0.00% |