LATTICE STRATEGIES TR's ticker is ROAM and the CUSIP is 518416201.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,117 | – | 53,056 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Lattice Strategies LLC | 807,436 | $18,782,000 | 14.43% |
| Paracle Advisors, LLC | 498,657 | $11,640,000 | 4.41% |
| Brinker Capital Investments, LLC | 138,000 | $3,221,000 | 0.12% |
| OLD MISSION CAPITAL LLC | 25,108 | $579,000 | 0.03% |
| HighTower Advisors, LLC | 16,866 | $395,000 | 0.00% |
| Advisor Group, Inc. | 6,860 | $160,000 | 0.00% |
| Citadel Advisors | 34,236 | $799,000 | 0.00% |
| UBS Group AG | 71,737 | $1,675,000 | 0.00% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 1,379 | $33,000 | 0.00% |
| ROYAL BANK OF CANADA | 750 | $18,000 | 0.00% |