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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,304,354 | -57.6% | 50,852 | -56.5% | 0.00% | -100.0% |
| Q2 2023 | $3,073,439 | +11.4% | 116,772 | +11.4% | 0.00% | 0.0% |
| Q1 2023 | $2,759,252 | +58.5% | 104,795 | +49.3% | 0.00% | – |
| Q4 2022 | $1,740,382 | +74.9% | 70,205 | +53.5% | 0.00% | – |
| Q3 2022 | $995,000 | -50.3% | 45,748 | -43.2% | 0.00% | – |
| Q2 2022 | $2,004,000 | -42.2% | 80,511 | -32.3% | 0.00% | -100.0% |
| Q1 2022 | $3,465,000 | -24.1% | 118,981 | -21.5% | 0.00% | 0.0% |
| Q4 2021 | $4,565,000 | -10.6% | 151,607 | -10.6% | 0.00% | 0.0% |
| Q3 2021 | $5,106,000 | -2.0% | 169,640 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $5,210,000 | -3.6% | 169,640 | -6.8% | 0.00% | 0.0% |
| Q1 2021 | $5,406,000 | -4.0% | 182,010 | -8.5% | 0.00% | 0.0% |
| Q4 2020 | $5,631,000 | -2.2% | 198,907 | -10.6% | 0.00% | 0.0% |
| Q3 2020 | $5,758,000 | +0.8% | 222,502 | -4.1% | 0.00% | 0.0% |
| Q2 2020 | $5,712,000 | +0.6% | 231,990 | -9.9% | 0.00% | -50.0% |
| Q1 2020 | $5,678,000 | -17.9% | 257,617 | +9.3% | 0.00% | +100.0% |
| Q4 2019 | $6,920,000 | -23.8% | 235,617 | -27.7% | 0.00% | -50.0% |
| Q3 2019 | $9,083,000 | – | 325,780 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hartford Funds Management Co LLC | 2,569,835 | $72,752,000 | 10.45% |
| ARGI Investment Services, LLC | 5,253,716 | $148,733,000 | 5.78% |
| IAG Wealth Partners, LLC | 405,920 | $11,492,000 | 4.69% |
| Onyx Bridge Wealth Group LLC | 247,615 | $7,010,000 | 4.59% |
| White Pine Investment CO | 373,995 | $10,588,000 | 4.29% |
| Parcion Private Wealth LLC | 1,102,825 | $31,221,000 | 4.13% |
| Paracle Advisors, LLC | 713,290 | $20,193,000 | 3.86% |
| FOSTER & MOTLEY INC | 1,157,726 | $32,775,000 | 3.17% |
| Baystate Wealth Management LLC | 960,022 | $27,178,000 | 3.10% |
| Sowa Financial Group, Inc. | 153,633 | $4,349,000 | 2.93% |