LATTICE STRATEGIES TR's ticker is RODM and the CUSIP is 518416102. A total of 137 filers reported holding LATTICE STRATEGIES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $109,000 | -26.8% | 3,731 | -24.8% | 0.01% | -18.2% |
| Q4 2021 | $149,000 | -8.6% | 4,961 | -8.6% | 0.01% | -21.4% |
| Q3 2021 | $163,000 | -4.7% | 5,425 | -2.6% | 0.01% | 0.0% |
| Q2 2021 | $171,000 | -1.7% | 5,567 | -5.2% | 0.01% | -17.6% |
| Q1 2021 | $174,000 | -79.2% | 5,871 | -80.1% | 0.02% | -80.7% |
| Q4 2020 | $835,000 | -34.7% | 29,480 | -40.3% | 0.09% | -50.3% |
| Q3 2020 | $1,278,000 | – | 49,373 | – | 0.18% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hartford Funds Management Co LLC | 3,120,484 | $93,927,000 | 9.02% |
| ARGI Investment Services, LLC | 5,011,668 | $150,851,000 | 4.78% |
| FOSTER & MOTLEY INC | 1,709,727 | $51,463,000 | 4.28% |
| White Pine Investment CO | 387,685 | $11,669,000 | 4.08% |
| IAG Wealth Partners, LLC | 377,501 | $11,363,000 | 4.04% |
| Fermata Advisors, LLC | 298,768 | $8,993,000 | 3.97% |
| HOWARD FINANCIAL SERVICES, LTD. | 287,978 | $8,668,000 | 3.25% |
| Sowa Financial Group, Inc. | 142,519 | $4,290,000 | 2.78% |
| SlateStone Wealth, LLC | 400,529 | $12,056,000 | 2.76% |
| Trilogy Capital Inc. | 1,065,061 | $32,058,000 | 2.44% |