Who owns Lattice Strategies Tr us eqt strat?
- Ticker: ROUS
- CUSIP Number: 518416409
Tip: Access positions for across all investors
Analyze quarterly positions in Lattice Strategies Tr us eqt strat with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Lattice Strategies Tr us eqt strat stock
Who bought or sold Lattice Strategies Tr us eqt strat this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Hartford Funds Management | 2.5M | $129M | -4% | Sep 2024 |
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| LPL Financial | 424k | $22M | 87% | Sep 2024 |
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| Morgan Stanley | 263k | $13M | 29% | Jun 2024 |
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| Global Retirement Partners | 202k | $11M | 96% | Sep 2024 |
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| Bank of America Corporation | 187k | $9.7M | -3% | Sep 2024 |
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| Raymond James Financial Services Advisors | 170k | $8.8M | 4% | Sep 2024 |
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| Mariner Wealth Advisors | 139k | $7.2M | 94% | Sep 2024 |
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| H D Vest Advisory Services | 115k | $5.5M | -58% | Jun 2024 |
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| Western Wealth Management | 96k | $5.0M | 9% | Sep 2024 |
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| Envestnet Asset Management | 84k | $4.3M | -9% | Sep 2024 |
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| Fermata Advisors | 83k | $4.3M | 21% | Sep 2024 |
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| International Assets Investment Management | 82k | $1.6M | 5086% | Sep 2024 |
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| Coldstream Capital Management | 61k | $3.2M | -8% | Sep 2024 |
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| Brass Tax Wealth Management | 55k | $2.9M | -3% | Sep 2024 |
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| Cetera Investment Advisers | 45k | $2.1M | 1% | Jun 2024 |
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| Wells Fargo & Company | 41k | $2.1M | 42% | Sep 2024 |
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| Janney Montgomery Scott | 40k | $2.1M | -1% | Sep 2024 |
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| Commonwealth Equity Services | 33k | $1.7M | -5% | Sep 2024 |
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| Mercer Global Advisors | 23k | $1.1M | -2% | Jun 2024 |
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| Wagner Wealth Management | 22k | $1.2M | -2% | Sep 2024 |
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| First PREMIER Bank | 22k | $1.1M | 0% | Sep 2024 |
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| Stratos Wealth Partners | 21k | $1.1M | 3% | Sep 2024 |
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| Goss Wealth Management | 20k | $959k | 0% | Jun 2024 |
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| Raymond James & Associates | 19k | $957k | 3% | Sep 2024 |
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| Advisor Group Holdings | 18k | $940k | -15% | Sep 2024 |
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| Main Street Financial Solutions | 16k | $824k | 4% | Sep 2024 |
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| Sanctuary Advisors | 12k | $650k | -17% | Sep 2024 |
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| Susquehanna International | 10k | $540k | 100% | Sep 2024 |
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| Private Advisor | 9.6k | $497k | -1% | Sep 2024 |
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| Ieq Capital | 9.4k | $454k | -7% | Jun 2024 |
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| Kingsview Wealth Management | 9.2k | $475k | 4% | Sep 2024 |
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| Jones Financial Companies, L.L | 6.6k | $340k | 100% | Sep 2024 |
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| Kathleen S. Wright Associates | 6.3k | $328k | 0% | Sep 2024 |
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| HighTower Advisors | 6.1k | $295k | 0% | Jun 2024 |
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| Royal Bank of Canada | 6.0k | $335k | 138% | Sep 2024 |
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| RAM Investment Partners | 5.8k | $298k | 0% | Sep 2024 |
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| Atria Wealth Solutions | 5.6k | $291k | 0% | Sep 2024 |
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| Wealth Enhancement Advisory Services | 5.6k | $269k | -1% | Jun 2024 |
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| Steward Partners Investment Advisory | 4.0k | $192k | 0% | Jun 2024 |
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| Russell Investments | 2.2k | $104k | 100% | Jun 2024 |
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| Northwestern Mutual Wealth Management Company | 1.6k | $82k | 270% | Sep 2024 |
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| Salem Investment Counselors | 1.5k | $79k | 100% | Sep 2024 |
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| Hanson McClain Advisors | 528.00 | $27k | 34% | Sep 2024 |
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| Harbour Investments | 317.00 | $16k | 0% | Sep 2024 |
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| CWM | 315.00 | $16k | 0% | Sep 2024 |
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Who sold out of Lattice Strategies Tr us eqt strat?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| West Michigan Advisors | Jun 2024 | 10k | $483k |
| Citadel Advisors | Jun 2024 | 7.0k | $338k |