LATTICE STRATEGIES TR's ticker is RODM and the CUSIP is 518416102. A total of 116 filers reported holding LATTICE STRATEGIES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
| 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% |
| Wagner Wealth Management, LLC | 192,462 | $4,936,649 | 1.81% |
| AVANTAX ADVISORY SERVICES, INC. | 5,894,027 | $151,181,762 | 1.69% |
| Goldstein Advisors, LLC | 314,610 | $8,069,742 | 1.68% |
| Clarius Group, LLC | 677,136 | $17,368,545 | 1.66% |
| IAG Wealth Partners, LLC | 183,626 | $4,710,010 | 1.31% |
| BAKER TILLY WEALTH MANAGEMENT, LLC | 251,286 | $6,445,486 | 1.06% |
| Cerity Partners LLC | 8,143,533 | $208,881,620 | 1.02% |
| HOWARD FINANCIAL SERVICES, LTD. | 168,562 | $4,323,621 | 0.99% |
| WESCAP Management Group, Inc. | 101,973 | $2,615,607 | 0.93% |
| Cranbrook Wealth Management, LLC | 92,765 | $2,379,410 | 0.70% |
External links
This page lists LATTICE STRATEGIES TR's shareholders in Q3 2023. To view LATTICE STRATEGIES TR's shareholder history, click here.