Optivise Advisory Services LLC Northern Lts Fd Tr Iii Hcm Def Call Options Transaction History

Optivise Advisory Services LLC

$190 Billion
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding QQH

# of Institutions

32

Shares Held

8.82M

Call Options Held

0

Put Options Held

0

Howard Capital Management Inc.

6.37M
Shares

$424 Million
5.64% of portfolio
Cambridge Investment Research Advisors, Inc.

593K
Shares

$39.5 Million
0.13% of portfolio
Envestnet Asset Management Inc

415K
Shares

$27.7 Million
0.01% of portfolio
Cetera Investment Advisers Schaumburg, IL

352K
Shares

$23.4 Million
0.05% of portfolio
Orion Portfolio Solutions, LLC

348K
Shares

$23.2 Million
0.24% of portfolio

About NORTHERN LTS FD TR III HCM DEF

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