Who owns LATTICE STRATEGIES TR?
- Ticker: HDUS
- CUSIP Number: 518416870
Tip: Access positions for across all investors
Analyze quarterly positions in Lattice Strategies Tr with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Lattice Strategies Tr stock
Who bought or sold LATTICE STRATEGIES TR this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Envestnet Asset Management | 800k | $41M | -1% | Mar 2024 |
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| RiverFront Investment Group | 583k | $30M | 11% | Mar 2024 |
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| Raymond James & Associates | 311k | $16M | -1% | Mar 2024 |
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| Royal Bank of Canada | 184k | $9.3M | 6% | Mar 2024 |
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| Janney Montgomery Scott | 114k | $5.8M | 0% | Mar 2024 |
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| Stifel Financial | 34k | $1.7M | -2% | Mar 2024 |
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| LPL Financial | 28k | $1.4M | 27% | Mar 2024 |
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| Branch Banking & Trust Company | 26k | $1.3M | -33% | Mar 2024 |
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| Jpmorgan Chase & Co | 11k | $574k | 18% | Mar 2024 |
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| Aurum Wealth Management Group | 8.6k | $399k | -6% | Dec 2023 |
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| Wedbush Morgan Securities | 7.2k | $335k | -10% | Dec 2023 |
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| Source Financial Advisors | 7.1k | $359k | -44% | Mar 2024 |
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| Raymond James Financial Services Advisors | 5.1k | $258k | 100% | Mar 2024 |
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| Gallagher Fiduciary Advisors | 4.7k | $240k | 5% | Mar 2024 |
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| Brian McDonald | 4.4k | $225k | 0% | Mar 2024 |
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| Citadel Advisors | 4.1k | $209k | 100% | Mar 2024 |
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| Wells Fargo & Company | 242.00 | $12k | 734% | Mar 2024 |
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| Harbour Investments | 93.00 | $4.3k | 0% | Dec 2023 |
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| Signature | 87.00 | $4.4k | 0% | Mar 2024 |
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| Us Bancorp | 55.00 | $2.8k | 0% | Mar 2024 |
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| Advisor Group Holdings | 12.00 | $611.000400 | -100% | Mar 2024 |
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| Morgan Stanley | 2.00 | $141.000000 | -99% | Mar 2024 |
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| GeoWealth Management | 0 | $0 | -100% | Mar 2024 |
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Who sold out of Lattice Strategies Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Bank of America Corporation | Dec 2023 | 681.00 | $32k |