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

Optivise Advisory Services LLC

$173 Billion
Q4 2025

A detailed history of Optivise Advisory Services LLC transactions in Northern Lts Fd Tr Iii Hcm Def stock. As of the latest transaction made, Optivise Advisory Services LLC holds 111,541 shares of LGH stock, worth $6.8 Million. This represents 3.98% of its overall portfolio holdings.

Number of Shares

111,541

Previous 144,566 22.84%

Holding current value

$6.8 Million

Previous $8.73 Billion 20.83%

% of portfolio

3.98%

Previous 5.19%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 12, 2026	SELL	$58.73 - $63.23 $1.94 Million - $2.09 Million	-33,025 Reduced 22.84%	111,541 $6.91 Billion
Q3 2025 Oct 17, 2025	SELL	$54.29 - $60.6 $185,400 - $206,949	-3,415 Reduced 2.31%	144,566 $8.73 Billion
Q2 2025 Aug 05, 2025	BUY	$44.63 - $54.44 $1.86 Million - $2.27 Million	41,711 Added 39.25%	147,981 $8.06 Billion
Q1 2025 Apr 18, 2025	SELL	$48.0 - $54.24 $3.15 Million - $3.56 Million	-65,662 Reduced 38.19%	106,270 $5.13 Billion
Q4 2024 Feb 13, 2025	BUY	$49.97 - $54.88 $2.42 Million - $2.66 Million	48,424 Added 39.21%	171,932 $8.95 Billion

Q3 2024 Nov 12, 2024	BUY	$45.52 - $52.02 $5.62 Million - $6.42 Million	123,508 New	123,508 $6.27 Billion
Q2 2024 Nov 14, 2024	BUY	$43.71 - $49.78 $137,948 - $157,105	3,156 Added 2.56%	126,664 $6.27 Billion

Others Institutions Holding LGH

# of Institutions

Shares Held

10.6M

Call Options Held

Put Options Held

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About NORTHERN LTS FD TR III HCM DEF

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