LATTICE STRATEGIES TR's ticker is ROUS and the CUSIP is 518416409. A total of 46 filers reported holding LATTICE STRATEGIES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $29,034 | -3.1% | 723 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $29,954 | -16.2% | 723 | -19.3% | 0.00% | -50.0% |
| Q1 2023 | $35,730 | +2.2% | 896 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $34,969 | -39.7% | 896 | -41.8% | 0.00% | -50.0% |
| Q3 2022 | $58,000 | 0.0% | 1,539 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $58,000 | -43.1% | 1,539 | -33.3% | 0.00% | -33.3% |
| Q4 2021 | $102,000 | -13.6% | 2,307 | -22.1% | 0.01% | +50.0% |
| Q3 2021 | $118,000 | +7.3% | 2,963 | +8.3% | 0.00% | 0.0% |
| Q2 2021 | $110,000 | -24.1% | 2,735 | -28.9% | 0.00% | -20.0% |
| Q1 2021 | $145,000 | – | 3,847 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hartford Funds Management Co LLC | 2,523,784 | $88,579,000 | 12.72% |
| Paracle Advisors, LLC | 469,062 | $16,462,000 | 3.14% |
| Onyx Bridge Wealth Group LLC | 102,483 | $3,597,000 | 2.36% |
| Resource Planning Group | 38,684 | $1,358,000 | 0.97% |
| Capital Asset Advisory Services LLC | 121,073 | $4,249,000 | 0.76% |
| AVANTAX ADVISORY SERVICES, INC. | 535,992 | $18,809,000 | 0.45% |
| First PREMIER Bank | 26,215 | $920,000 | 0.36% |
| Colonial River Wealth Management, LLC | 10,507 | $386,000 | 0.18% |
| NEXT Financial Group, Inc | 36,304 | $1,274,000 | 0.12% |
| Ten Capital Wealth Advisors, LLC | 9,672 | $339,000 | 0.10% |