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Lattice Strategies TR

CUSIP: 518416300 | 22 institutional holders

Quarters

Q2 2020Q1 2020Q4 2019Q3 2019Q2 2019
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q2 2020

Citadel Advisors LLC42,946
0.0% of portfolio›$525
LPL Financial LLC21,008
0.0% of portfolio›$257
Global Retirement Partners, LLC17,950
0.0% of portfolio›$219
H D Vest Advisory Services15,822
0.0% of portfolio›$194
Susquehanna International Group, LLP12,412
0.0% of portfolio›$152
Bank of America Corp5,198
0.0% of portfolio›$64
Osaic Holdings, Inc.2,373
0.0% of portfolio›$29
UBS Group AG2,263
0.0% of portfolio›$28
Wells Fargo & Company1
0.0% of portfolio›$0
Proequities, Inc.0
0.0% of portfolio›$0
StyleTurnoverLocationFiled
Citadel Advisors LLC
42,946$5250.0%CoreVery HighMiami, FL2020-08-14
LPL Financial LLC
21,008$2570.0%IndexVery LowFort Mill, SC2020-08-13
Global Retirement Partners, LLC
17,950$2190.0%CoreLowSan Rafael, CA2020-07-13
H D Vest Advisory Services
15,822$1940.0%GrowthVery LowIrving, TX2020-08-06
Susquehanna International Group, LLP
12,412$1520.0%GrowthHighBala Cynwyd, PA2020-08-14
Bank of America Corp
5,198$640.0%CoreLowCharlotte, NC2020-08-14
Osaic Holdings, Inc.
2,373$290.0%IndexLowScottsdale, AZ2020-08-14
UBS Group AG
2,263$280.0%CoreMediumZurich, Switzerland2020-07-31
Wells Fargo & Company
1$00.0%CoreLowSan Francisco, CA2020-08-13
Proequities, Inc.
0$00.0%GrowthVery LowBirmingham, AL2020-08-13