Cwm, LLC Northern Lts Fd Tr Iii Hcm Def Transaction History

Cwm, LLC

$20.6 Billion
Q1 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 28, 2022	BUY	N/A	89 Added 23.06%	475 $16,000
Q1 2022 Apr 21, 2022	BUY	N/A	50 Added 14.88%	386 $16,000
Q4 2021 Jan 31, 2022	BUY	N/A	336 New	336 $16,000

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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