Who owns Lattice Strategies Tr us eqt strat?
- Ticker: ROUS
- CUSIP Number: 518416409
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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 | 2.6M | $114M | -5% | Dec 2023 |
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| H D Vest Advisory Services | 482k | $21M | -2% | Dec 2023 |
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| Wagner Wealth Management | 214k | $9.4M | 1% | Dec 2023 |
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| Bank of America Corporation | 203k | $8.9M | -7% | Dec 2023 |
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| Fermata Advisors | 176k | $8.5M | -7% | Mar 2024 |
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| Raymond James Financial Services Advisors | 69k | $3.0M | -2% | Dec 2023 |
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| UBS Group | 67k | $2.9M | 1% | Dec 2023 |
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| Coldstream Capital Management | 67k | $2.9M | -24% | Dec 2023 |
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| Western Wealth Management | 61k | $2.7M | 23% | Dec 2023 |
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| Janney Montgomery Scott | 43k | $1.9M | 100% | Dec 2023 |
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| Mariner Wealth Advisors | 36k | $1.6M | 8% | Dec 2023 |
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| Wells Fargo & Company | 26k | $1.1M | 11% | Dec 2023 |
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| Commonwealth Equity Services | 25k | $1.1M | -77% | Dec 2023 |
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| Mercer Global Advisors | 24k | $1.0M | -5% | Dec 2023 |
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| Advisor Group Holdings | 23k | $998k | -50% | Dec 2023 |
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| First PREMIER Bank | 22k | $1.0M | 0% | Mar 2024 |
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| Resource Planning Group | 20k | $896k | -5% | Dec 2023 |
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| Main Street Financial Solutions | 20k | $893k | 13% | Dec 2023 |
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| Raymond James & Associates | 18k | $790k | -4% | Dec 2023 |
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| Citadel Advisors | 16k | $724k | 39% | Dec 2023 |
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| Private Advisor | 11k | $502k | 66% | Dec 2023 |
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| Ieq Capital | 10k | $447k | 0% | Dec 2023 |
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| HighTower Advisors | 7.5k | $330k | 14% | Dec 2023 |
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| Atria Wealth Solutions | 7.1k | $313k | -2% | Dec 2023 |
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| Kathleen S. Wright Associates | 6.3k | $305k | 3% | Mar 2024 |
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| RAM Investment Partners | 5.8k | $253k | 0% | Dec 2023 |
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| Wealth Enhancement Advisory Services | 5.7k | $274k | -33% | Mar 2024 |
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| Royal Bank of Canada | 4.1k | $181k | -79% | Dec 2023 |
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| Steward Partners Investment Advisory | 4.0k | $176k | 0% | Dec 2023 |
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| Hanson McClain Advisors | 2.0k | $86k | 6% | Dec 2023 |
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| Harbour Investments | 723.00 | $32k | 0% | Dec 2023 |
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| Global Retirement Partners | 612.00 | $27k | 100% | Dec 2023 |
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| CWM | 315.00 | $15k | 0% | Mar 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 |
|---|---|---|---|
| Cambridge Investment Research Advisors | Sep 2023 | 6.5k | $262k |