Optivise Advisory Services LLC Northern Lts Fd Tr Iii Hcm Def Transaction History
Optivise Advisory Services LLC
- $196 Billion
- Q2 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 147,981 shares of LGH stock, worth $8.39 Million. This represents 4.12% of its overall portfolio holdings.
Number of Shares
147,981
Previous 106,270
39.25%
Holding current value
$8.39 Million
Previous $5.13 Billion
56.98%
% of portfolio
4.12%
Previous 2.88%
Shares
5 transactions
Others Institutions Holding LGH
# of Institutions
42Shares Held
10.3MCall Options Held
0Put Options Held
0-
Howard Capital Management Inc.6.03MShares$342 Million4.2% of portfolio
-
Envestnet Asset Management Inc747KShares$42.4 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL593KShares$33.7 Million0.06% of portfolio
-
Brinker Capital Investments, LLC524KShares$29.7 Million0.27% of portfolio
-
Orion Portfolio Solutions, LLC524KShares$29.7 Million0.27% of portfolio