Lattice Strategies TRETF
13F holders, Q1 2024 (March 31)3holders
1famous investor
$30.02avg. 13F price*
At the end of Q1 2024, 3 institutions reported holding Lattice Strategies TR in their 13F filings. The largest holders were Osaic Holdings, Inc. ($784K), Citadel Advisors ($592K) and Morgan Stanley ($60). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Lattice Strategies TR
- CUSIP
- 518416805
- Latest filing quarter
- Q2 2025
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $60 |
| Exits | 1 | $27 |
Ownership 3 holders
| Osaic Holdings, Inc. | 0.00% | Add +42.5% | 26,102 | $784K |
| Citadel Advisors | 0.00% | Add +125.6% | 19,708 | $592K |
| Morgan Stanley | 0.00% | New | 1 | $60 |
"% of holder's portfolio" is LATTICE STRATEGIES TR's weight in each manager's 13F, not the share of Lattice Strategies TR the manager owns.