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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $458,000 | -11.8% | 15,221 | +47.1% | 0.02% | -16.0% |
| Q2 2021 | $519,000 | -99.9% | 10,345 | -49.5% | 0.02% | -52.8% |
| Q1 2021 | $607,990,000 | +173116.5% | 20,471 | +63.7% | 0.05% | -22.1% |
| Q4 2020 | $351,000 | +30.5% | 12,505 | +14.7% | 0.07% | -19.0% |
| Q3 2020 | $269,000 | 0.0% | 10,907 | 0.0% | 0.08% | +9.1% |
| Q2 2020 | $269,000 | -13.2% | 10,907 | -22.5% | 0.08% | +54.0% |
| Q1 2020 | $310,000 | -16.0% | 14,082 | +12.1% | 0.05% | -35.1% |
| Q4 2019 | $369,000 | +76.6% | 12,563 | +67.9% | 0.08% | +83.3% |
| Q3 2019 | $209,000 | – | 7,481 | – | 0.04% | – |
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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% |