Arete Wealth Advisors, LLC Northern Lts Fd Tr Iii Hcm Def Transaction History

Arete Wealth Advisors, LLC

$1.06 Billion
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 14, 2024	BUY	$43.42 - $50.71 $327,821 - $382,860	7,550 New	7,550 $379,000
Q2 2023 Aug 09, 2023	BUY	$37.89 - $47.24 $341,047 - $425,207	9,001 New	9,001 $425,000

Others Institutions Holding QQH

# of Institutions

28

Shares Held

6.05M

Call Options Held

0

Put Options Held

0

Howard Capital Management Inc.

3.84M
Shares

$250 Million
27.88% of portfolio
Cambridge Investment Research Advisors, Inc.

614K
Shares

$40 Million
0.13% of portfolio
Envestnet Asset Management Inc

363K
Shares

$23.7 Million
0.01% of portfolio
Orion Portfolio Solutions, LLC

335K
Shares

$21.8 Million
0.21% of portfolio
Cetera Investment Advisers Schaumburg, IL

289K
Shares

$18.8 Million
0.04% of portfolio

About NORTHERN LTS FD TR III HCM DEF

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