LATTICE STRATEGIES TR's ticker is RODM and the CUSIP is 518416102. A total of 129 filers reported holding LATTICE STRATEGIES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
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 | 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% |