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 122,564 shares of QQH stock, worth $8.8 Million. This represents 4.23% of its overall portfolio holdings.

Number of Shares
122,564
Previous 86,726 41.32%
Holding current value
$8.8 Million
Previous $5.07 Billion 63.39%
% of portfolio
4.23%
Previous 2.85%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 05, 2025
BUY
$54.03 - $67.61 $1.94 Million - $2.42 Million
35,838 Added 41.32%
122,564 $8.29 Billion
Q1 2025

Apr 18, 2025
SELL
$58.23 - $69.12 $3.08 Million - $3.66 Million
-52,896 Reduced 37.89%
86,726 $5.07 Billion
Q4 2024

Feb 13, 2025
BUY
$61.63 - $71.89 $2.24 Million - $2.62 Million
36,393 Added 35.25%
139,622 $9.36 Billion
Q3 2024

Nov 12, 2024
BUY
$55.83 - $66.22 $5.76 Million - $6.84 Million
103,229 New
103,229 $6.51 Billion
Q2 2024

Nov 14, 2024
BUY
$51.26 - $62.47 $156,906 - $191,220
3,061 Added 2.97%
106,290 $6.54 Billion

Others Institutions Holding QQH

# of Institutions
45
Shares Held
10.6M
Call Options Held
0
Put Options Held
0
View Full List

About NORTHERN LTS FD TR III HCM DEF

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