Lifestyle Asset Management, Inc. Northern Lts Fd Tr Iii Hcm Def Transaction History
Lifestyle Asset Management, Inc.
- $182 Billion
- Q1 2025
A detailed history of Lifestyle Asset Management, Inc. transactions in Northern Lts Fd Tr Iii Hcm Def stock. As of the latest transaction made, Lifestyle Asset Management, Inc. holds 54,496 shares of LGH stock, worth $2.73 Million. This represents 1.45% of its overall portfolio holdings.
Number of Shares
54,496
Previous 44,198
23.3%
Holding current value
$2.73 Million
Previous $2.3 Billion
14.35%
% of portfolio
1.45%
Previous 1.25%
Shares
10 transactions
Others Institutions Holding LGH
# of Institutions
39Shares Held
9.37MCall Options Held
0Put Options Held
0-
Howard Capital Management Inc.6.03MShares$302 Million5.82% of portfolio
-
Envestnet Asset Management Inc659KShares$33 Million0.01% of portfolio
-
Orion Portfolio Solutions, LLC524KShares$26.3 Million0.27% of portfolio
-
Cetera Investment Advisers Schaumburg, IL502KShares$25.2 Million0.05% of portfolio
-
Wealth Watch Advisors, Inc Englewood, CO330KShares$16.6 Million12.97% of portfolio