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Lattice Strategies TR

Q1 2020 vs Q2 2020

Comparing institutional holders between quarters

Quarters

Q2 2020Q1 2020Q4 2019Q3 2019Q2 2019
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Citadel Advisors LLC
INCREASED
Shares49,653 from 22,341
Change+27,312 (+122%)
Value$1.4K (+$832)
Filed 2020-08-14
LPL Financial LLC
DECREASED
Shares11,640 from 13,244
Change-1,604 (-12%)
Value$322 (+$2)
Filed 2020-08-13
Susquehanna International Group, LLP
DECREASED
Shares8,258 from 54,212
Change-45,954 (-85%)
Value$228 (-$1.1K)
Filed 2020-08-14
Financial Advocates Investment Management
NEW
Shares8,100
Change+8,100
Value$224
Filed 2020-08-14
Osaic Holdings, Inc.
DECREASED
Shares900 from 1,023
Change-123 (-12%)
Value$25 ($0)
Filed 2020-08-14
Bank of America Corp
UNCHANGED
Shares775 from 775
Change0 (0%)
Value$21 (+$2)
Filed 2020-08-14
UBS Group AG
INCREASED
Shares659 from 471
Change+188 (+40%)
Value$18 (+$7)
Filed 2020-07-31
Golden State Wealth Management, LLC
CLOSED
Shares0 from 1,000
Change-1,000 (-100%)
Value$0 (-$24)
Filed 2020-08-13
Proequities, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2020-08-13
Status
Citadel Advisors LLC
INCREASED49,65322,341+27,312+122%$540$1.4K+$8322020-08-14
LPL Financial LLC
DECREASED11,64013,244-1,604-12%$320$322+$22020-08-13
Susquehanna International Group, LLP
DECREASED8,25854,212-45,954-85%$1.3K$228-$1.1K2020-08-14
Financial Advocates Investment Management
NEW8,100—+8,100——$224—2020-08-14
Osaic Holdings, Inc.
DECREASED9001,023-123-12%$25$25$02020-08-14
Bank of America Corp
UNCHANGED77577500%$19$21+$22020-08-14
UBS Group AG
INCREASED659471+188+40%$11$18+$72020-07-31
Golden State Wealth Management, LLC
CLOSED01,000-1,000-100%$24$0-$242020-08-13
Proequities, Inc.
UNCHANGED000—$0$0$02020-08-13
Showing 9 of 9 institutions