Who owns Lattice Strategies Tr glb sm cp stra?
- Ticker: ROSC
- CUSIP Number: 518416508
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Analyze quarterly positions in Lattice Strategies Tr glb sm cp stra with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold Lattice Strategies Tr glb sm cp stra this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
---|---|---|---|---|---|
Atria Wealth Solutions | 162k | $6.7M | -2% | Dec 2023 |
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Solano Wealth Management | 48k | $2.0M | -1% | Dec 2023 |
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Citadel Advisors | 24k | $993k | 45% | Dec 2023 |
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Northwest Wealth Management | 5.5k | $227k | 100% | Dec 2023 |
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Kathleen S. Wright Associates | 4.9k | $202k | 0% | Mar 2024 |
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Wagner Wealth Management | 3.1k | $129k | -94% | Mar 2024 |
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Harbour Investments | 2.7k | $114k | 100% | Dec 2023 |
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Advisor Group Holdings | 2.7k | $113k | 14% | Dec 2023 |
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Householder Group Estate & Retirement Specialist | 444.00 | $18k | 0% | Dec 2023 |
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UBS Group | 314.00 | $13k | 37% | Dec 2023 |
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Geneos Wealth Management | 225.00 | $9.3k | 0% | Dec 2023 |
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Creative Financial Designs | 192.00 | $7.9k | 1% | Dec 2023 |
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Wells Fargo & Company | 2.00 | $68.000000 | 0% | Dec 2023 |
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Who sold out of Lattice Strategies Tr glb sm cp stra?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Mariner Wealth Advisors | Sep 2023 | 48k | $1.7M |
Jane Street | Sep 2023 | 22k | $774k |
Benjamin F. Edwards & Company | Sep 2023 | 150.00 | $5.0k |