Who owns Lattice Strategies Tr dev mk x us st?
- Ticker: RODM
- CUSIP Number: 518416102
Tip: Access positions for across all investors
Analyze quarterly positions in Lattice Strategies Tr dev mk x us st with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold Lattice Strategies Tr dev mk x us st this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
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HPM Partners | 5.2M | $160M | 3% | Sep 2024 |
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Morgan Stanley | 3.7M | $102M | -3% | Jun 2024 |
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Hartford Funds Management | 3.3M | $100M | -2% | Sep 2024 |
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Bank of America Corporation | 2.9M | $89M | 2% | Sep 2024 |
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Mill Creek Capital Advisors | 2.2M | $66M | -5% | Sep 2024 |
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Foster & Motley | 1.9M | $59M | 2% | Sep 2024 |
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Raymond James & Associates | 979k | $30M | -3% | Sep 2024 |
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Mariner Wealth Advisors | 891k | $27M | 3% | Sep 2024 |
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WCG Wealth Advisors | 798k | $24M | -5% | Sep 2024 |
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LPL Financial | 783k | $24M | 3% | Sep 2024 |
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Raymond James Financial Services Advisors | 723k | $22M | -43% | Sep 2024 |
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Private Advisor | 700k | $21M | 7% | Sep 2024 |
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Trilogy Capital | 652k | $20M | -2% | Sep 2024 |
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Arden Trust | 486k | $13M | -27% | Jun 2024 |
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Captrust Financial Advisors | 473k | $14M | -1% | Sep 2024 |
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Steward Partners Investment Advisory | 465k | $13M | 1% | Jun 2024 |
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Goldstein Advisors | 388k | $12M | 8% | Sep 2024 |
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H D Vest Advisory Services | 372k | $10M | -17% | Jun 2024 |
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Pensionmark Financial Group | 366k | $11M | 100% | Sep 2024 |
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Cornerstone Wealth Management | 282k | $8.6M | 3% | Sep 2024 |
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Lido Advisors | 234k | $6.6M | 9% | Jun 2024 |
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Clarius | 215k | $6.5M | -22% | Sep 2024 |
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Bennett Associates Wealth Management | 196k | $6.0M | 5% | Sep 2024 |
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Vawter Financial | 190k | $5.8M | -8% | Sep 2024 |
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Royal Bank of Canada | 161k | $5.0M | -14% | Sep 2024 |
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IAG Wealth Partners | 160k | $4.9M | -4% | Sep 2024 |
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Cetera Investment Advisers | 146k | $4.0M | -4% | Jun 2024 |
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Branch Banking & Trust Company | 117k | $3.2M | 0% | Jun 2024 |
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Goss Wealth Management | 107k | $2.9M | -28% | Jun 2024 |
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Howard Financial Services | 101k | $3.1M | -19% | Sep 2024 |
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WESCAP Management | 101k | $2.8M | 0% | Jun 2024 |
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Mercer Global Advisors | 99k | $2.7M | -18% | Jun 2024 |
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Fermata Advisors | 89k | $2.7M | 29% | Sep 2024 |
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Envestnet Asset Management | 86k | $2.6M | -56% | Sep 2024 |
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MAI Wealth Advisors | 77k | $2.3M | -38% | Sep 2024 |
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Resources Investment Advisors | 73k | $2.2M | -6% | Sep 2024 |
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Sowa Financial Group | 72k | $2.2M | -17% | Sep 2024 |
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Commonwealth Equity Services | 70k | $2.1M | -15% | Sep 2024 |
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Coldstream Capital Management | 63k | $1.9M | -5% | Sep 2024 |
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Cobblestone Capital Advisors | 61k | $1.9M | -1% | Sep 2024 |
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Signature Securities Group Corporation | 55k | $1.7M | 2% | Sep 2024 |
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Jpmorgan Chase & Co | 52k | $1.6M | 92% | Sep 2024 |
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Jones Financial Companies, L.L | 50k | $1.5M | 1592% | Sep 2024 |
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Wells Fargo & Company | 46k | $1.4M | -5% | Sep 2024 |
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Cambridge Investment Research Advisors | 36k | $1.1M | 1% | Sep 2024 |
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Jane Street | 31k | $959k | 150% | Sep 2024 |
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HighTower Advisors | 29k | $807k | -13% | Jun 2024 |
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Hanson McClain Advisors | 29k | $882k | -2% | Sep 2024 |
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Rockefeller Capital Management | 28k | $763k | -4% | Jun 2024 |
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Advisor Group Holdings | 27k | $835k | -38% | Sep 2024 |
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Wealth Enhancement Advisory Services | 27k | $737k | -10% | Jun 2024 |
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Cranbrook Wealth Management | 25k | $767k | -5% | Sep 2024 |
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Susquehanna International | 22k | $672k | -82% | Sep 2024 |
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Citigroup | 21k | $653k | 9% | Sep 2024 |
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Client 1st Advisory Group | 21k | $572k | -2% | Jun 2024 |
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D.A. Davidson & Co. | 20k | $550k | -1% | Jun 2024 |
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Citadel Advisors | 20k | $598k | 155% | Sep 2024 |
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Flow Traders US | 19k | $589k | 100% | Sep 2024 |
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Larson Financial Group | 19k | $570k | -3% | Sep 2024 |
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David J.Sculati | 18k | $551k | 0% | Sep 2024 |
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Northwestern Mutual Wealth Management Company | 17k | $528k | 3% | Sep 2024 |
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Aptus Capital Advisors | 17k | $508k | 0% | Sep 2024 |
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First PREMIER Bank | 16k | $493k | 3% | Sep 2024 |
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Raymond James Trust | 16k | $475k | -3% | Sep 2024 |
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Equitable Holdings | 15k | $415k | -3% | Jun 2024 |
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Arkadios Wealth Advisors | 15k | $456k | 2% | Sep 2024 |
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Thurston, Springer, Miller, Herd & Titak | 13k | $407k | 5% | Sep 2024 |
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Eagle Strategies | 12k | $378k | 100% | Sep 2024 |
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Stifel Financial | 12k | $331k | -28% | Jun 2024 |
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SlateStone Wealth | 12k | $359k | -3% | Sep 2024 |
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Kmg Fiduciary Partners | 11k | $347k | -31% | Sep 2024 |
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Feltz Wealth PLAN | 11k | $321k | 0% | Sep 2024 |
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Financial Advocates Investment Management | 8.3k | $254k | 2% | Sep 2024 |
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Kathleen S. Wright Associates | 8.3k | $253k | 0% | Sep 2024 |
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BKM Wealth Management | 8.2k | $249k | -6% | Sep 2024 |
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Brian McDonald | 7.9k | $241k | -11% | Sep 2024 |
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AdvisorNet Financial | 7.8k | $239k | -3% | Sep 2024 |
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IFP Advisors | 7.4k | $203k | -23% | Jun 2024 |
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Sanctuary Advisors | 7.1k | $209k | -14% | Sep 2024 |
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Kestra Private Wealth Services | 6.9k | $209k | 100% | Sep 2024 |
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Yarger Wealth Strategies | 6.7k | $205k | 100% | Sep 2024 |
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Parallel Advisors | 5.2k | $160k | 0% | Sep 2024 |
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Harbour Investments | 4.4k | $136k | -11% | Sep 2024 |
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Evermay Wealth Management | 4.0k | $122k | -2% | Sep 2024 |
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Global Retirement Partners | 3.9k | $118k | -4% | Sep 2024 |
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Wagner Wealth Management | 3.0k | $92k | 2% | Sep 2024 |
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Spire Wealth Management | 2.3k | $70k | 0% | Sep 2024 |
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Private Trust Co Na | 2.1k | $58k | 7% | Jun 2024 |
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Anfield Capital Management | 1.7k | $51k | 100% | Sep 2024 |
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Close Asset Management | 1.2k | $36k | 0% | Sep 2024 |
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Tucker Asset Management | 1.1k | $29k | 0% | Jun 2024 |
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Sunbelt Securities | 543.00 | $17k | 0% | Sep 2024 |
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Creative Financial Designs | 500.00 | $15k | -8% | Sep 2024 |
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CWM | 450.00 | $14k | 0% | Sep 2024 |
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Bank & Trust | 405.00 | $12k | 0% | Sep 2024 |
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Gen-Wealth Partners | 380.00 | $11k | 0% | Jun 2024 |
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Hara Capital | 375.00 | $11k | 100% | Sep 2024 |
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CoreCap Advisors | 303.00 | $9.2k | 100% | Sep 2024 |
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Farther Finance Advisors | 162.00 | $4.9k | 0% | Sep 2024 |
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Geneos Wealth Management | 142.00 | $3.9k | 0% | Jun 2024 |
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Householder Group Estate & Retirement Specialist | 133.00 | $4.0k | 0% | Sep 2024 |
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Who sold out of Lattice Strategies Tr dev mk x us st?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Old Mission Capital | Mar 2024 | 685k | $19M |
Kestra Investment Management | Jun 2024 | 528k | $15M |
Qube Research & Technologies | Mar 2024 | 29k | $809k |
West Michigan Advisors | Jun 2024 | 20k | $564k |
Kestra Advisory Services | Jun 2024 | 18k | $500k |
Ieq Capital | Mar 2024 | 9.2k | $257k |
Janney Montgomery Scott | Jun 2024 | 7.5k | $206k |
Gleason Group | Jun 2024 | 1.8k | $50k |
Wetzel Investment Advisors | Jun 2024 | 360.00 | $10k |