Discipline Wealth Solutions, LLC Northern Lts Fd Tr Iii Hcm Def Transaction History
Discipline Wealth Solutions, LLC
- $198 Million
- Q1 2025
A detailed history of Discipline Wealth Solutions, LLC transactions in Northern Lts Fd Tr Iii Hcm Def stock. As of the latest transaction made, Discipline Wealth Solutions, LLC holds 42,357 shares of LGH stock, worth $2.14 Million. This represents 1.03% of its overall portfolio holdings.
Number of Shares
42,357
Previous 47,587
10.99%
Holding current value
$2.14 Million
Previous $2.48 Million
17.44%
% of portfolio
1.03%
Previous 1.2%
Shares
3 transactions
Others Institutions Holding LGH
# of Institutions
39Shares Held
9.37MCall Options Held
0Put Options Held
0-
Howard Capital Management Inc.6.03MShares$305 Million5.82% of portfolio
-
Envestnet Asset Management Inc659KShares$33.4 Million0.01% of portfolio
-
Orion Portfolio Solutions, LLC524KShares$26.5 Million0.27% of portfolio
-
Cetera Investment Advisers Schaumburg, IL502KShares$25.4 Million0.05% of portfolio
-
Wealth Watch Advisors, Inc Englewood, CO330KShares$16.7 Million12.97% of portfolio