LATTICE STRATEGIES TR's ticker is ROAM and the CUSIP is 518416201. A total of 20 filers reported holding LATTICE STRATEGIES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2023 | $1,636 | +4.9% | 80 | 0.0% | 0.00% | – |
Q4 2022 | $1,559 | +55.9% | 80 | 0.0% | 0.00% | – |
Q3 2022 | $1,000 | – | 80 | +370.6% | 0.00% | – |
Q2 2022 | $0 | – | 17 | 0.0% | 0.00% | – |
Q1 2022 | $0 | – | 17 | 0.0% | 0.00% | – |
Q4 2021 | $0 | – | 17 | 0.0% | 0.00% | – |
Q3 2021 | $0 | -100.0% | 17 | -91.2% | 0.00% | – |
Q2 2021 | $5,000 | 0.0% | 194 | 0.0% | 0.00% | – |
Q1 2021 | $5,000 | +25.0% | 194 | +9.6% | 0.00% | – |
Q4 2020 | $4,000 | +33.3% | 177 | 0.0% | 0.00% | – |
Q3 2020 | $3,000 | – | 177 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Resource Planning Group | 53,056 | $1,117,009 | 0.95% |
Wagner Wealth Management, LLC | 78,000 | $1,642,158 | 0.60% |
Scarborough Advisors, LLC | 57,635 | $1,213,413 | 0.30% |
FLOW TRADERS U.S. LLC | 60,021 | $1,264 | 0.06% |
OLD MISSION CAPITAL LLC | 48,433 | $1,019,679 | 0.02% |
COLDSTREAM CAPITAL MANAGEMENT INC | 13,846 | $291,506 | 0.01% |
Householder Group Estate & Retirement Specialist, LLC | 1,080 | $22,738 | 0.01% |
MERCER GLOBAL ADVISORS INC /ADV | 53,056 | $1,117 | 0.00% |
Raymond James Financial Services Advisors, Inc. | 13,564 | $285,568 | 0.00% |
ENVESTNET ASSET MANAGEMENT INC | 55,418 | $1,166,737 | 0.00% |