CREATIVE FINANCIAL DESIGNS INC /ADV - LATTICE STRATEGIES TR ownership

LATTICE STRATEGIES TR's ticker is RODM and the CUSIP is 518416102. A total of 129 filers reported holding LATTICE STRATEGIES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
CREATIVE FINANCIAL DESIGNS INC /ADV ownership history of LATTICE STRATEGIES TR
ValueSharesWeighting
Q3 2023$16,262
-2.5%
6340.0%0.00%0.0%
Q2 2023$16,687
+672.9%
634
+673.2%
0.00%
Q1 2023$2,159
-77.4%
82
-78.8%
0.00%
-100.0%
Q4 2022$9,569
+19.6%
3860.0%0.00%0.0%
Q3 2022$8,000
-57.9%
386
-48.5%
0.00%
-66.7%
Q2 2022$19,000
-13.6%
7500.0%0.00%0.0%
Q1 2022$22,000
-4.3%
7500.0%0.00%0.0%
Q4 2021$23,0000.0%7500.0%0.00%
-25.0%
Q3 2021$23,000
-64.6%
750
-64.8%
0.00%
-63.6%
Q2 2021$65,000
-18.8%
2,132
-20.7%
0.01%
-31.2%
Q1 2021$80,000
-81.9%
2,687
-82.8%
0.02%
-83.2%
Q4 2020$443,000
+35.5%
15,638
+24.0%
0.10%
+17.3%
Q3 2020$327,000
+289.3%
12,616
+268.6%
0.08%
+224.0%
Q2 2020$84,000
-54.3%
3,423
-59.1%
0.02%
-73.7%
Q1 2020$184,000
-68.4%
8,368
-57.5%
0.10%
-63.5%
Q4 2019$582,000
-7.3%
19,705
-14.6%
0.26%
-23.1%
Q3 2019$628,000
-7.0%
23,071
-3.2%
0.34%
-7.7%
Q2 2019$675,000
-9.6%
23,834
-10.1%
0.37%
-18.1%
Q1 2019$747,000
+1258.2%
26,524
+1148.2%
0.45%
+1017.5%
Q4 2018$55,0002,1250.04%
Other shareholders
LATTICE STRATEGIES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Hartford Funds Management Co LLC 2,446,991$60,906,0006.86%
ARGI Investment Services, LLC 6,460,515$160,802,0005.34%
FOSTER & MOTLEY INC 2,006,734$49,948,0004.39%
White Pine Investment CO 398,301$9,914,0003.92%
WCG Wealth Advisors LLC 2,143,825$53,874,0003.69%
HOWARD FINANCIAL SERVICES, LTD. 404,279$10,063,0003.42%
IAG Wealth Partners, LLC 354,461$8,823,0002.89%
Sowa Financial Group, Inc. 141,969$3,534,0002.69%
Trilogy Capital Inc. 1,186,114$29,522,0002.57%
Resource Planning Group 123,312$3,069,0002.56%
View complete list of LATTICE STRATEGIES TR shareholders