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

Bison Wealth, LLC

$579 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 22, 2022	SELL	N/A	-3,011 Closed	0 $0
Q1 2022 May 12, 2022	BUY	N/A	3,011 New	3,011 $125,000

Others Institutions Holding LGH

# of Institutions

24

Shares Held

5.79M

Call Options Held

0

Put Options Held

0

Howard Capital Management Inc.

3.75M
Shares

$189 Million
23.09% of portfolio
Envestnet Asset Management Inc

433K
Shares

$21.9 Million
0.01% of portfolio
Orion Portfolio Solutions, LLC

352K
Shares

$17.8 Million
0.18% of portfolio
Cambridge Investment Research Advisors, Inc.

320K
Shares

$16.1 Million
0.06% of portfolio
Cetera Investment Advisers Schaumburg, IL

298K
Shares

$15.1 Million
0.03% of portfolio

About NORTHERN LTS FD TR III HCM DEF

Ticker LGH
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