Axxcess Wealth Management, LLC Northern Lts Fd Tr Iii Hcm Def Transaction History

Axxcess Wealth Management, LLC

$3.47 Billion
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 11, 2022	BUY	N/A	6,344 Added 95.36%	12,997 $480,000
Q1 2022 Aug 11, 2022	BUY	N/A	6,653 New	6,653 $317,000

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

$249 Million
27.88% of portfolio
Cambridge Investment Research Advisors, Inc.

614K
Shares

$39.9 Million
0.13% of portfolio
Envestnet Asset Management Inc

363K
Shares

$23.6 Million
0.01% of portfolio
Orion Portfolio Solutions, LLC

335K
Shares

$21.7 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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