LATTICE STRATEGIES TR's ticker is RODM and the CUSIP is 518416102. A total of 120 filers reported holding LATTICE STRATEGIES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $35,000 | +45.8% | 1,142 | +42.8% | 0.00% | – |
| Q1 2021 | $24,000 | -59.3% | 800 | -61.6% | 0.00% | – |
| Q4 2020 | $59,000 | -38.5% | 2,084 | -43.6% | 0.00% | – |
| Q3 2020 | $96,000 | +500.0% | 3,697 | +479.5% | 0.00% | – |
| Q2 2020 | $16,000 | -23.8% | 638 | -10.9% | 0.00% | – |
| Q4 2019 | $21,000 | -38.2% | 716 | -41.5% | 0.00% | – |
| Q3 2019 | $34,000 | +6.2% | 1,224 | +5.2% | 0.00% | – |
| Q2 2019 | $32,000 | – | 1,164 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hartford Funds Management Co LLC | 3,346,288 | $85,832,287 | 9.13% |
| Vawter Financial, Ltd. | 256,112 | $6,569,273 | 5.90% |
| Mill Creek Capital Advisors, LLC | 6,472,468 | $166,018,799 | 5.52% |
| FOSTER & MOTLEY INC | 1,765,853 | $45,294 | 3.71% |
| Resource Planning Group | 154,692 | $3,967,860 | 3.36% |
| Arden Trust Co | 652,729 | $16,742,519 | 2.79% |
| Sowa Financial Group, Inc. | 137,440 | $3,525 | 2.65% |
| WCG Wealth Advisors LLC | 1,220,091 | $31,687 | 2.32% |
| Trilogy Capital Inc. | 1,234,926 | $31,675,857 | 2.14% |
| Baystate Wealth Management LLC | 867,013 | $22,238,896 | 1.83% |