Discipline Wealth Solutions, LLC Northern Lts Fd Tr Iii Hcm Def Call Options Transaction History

Discipline Wealth Solutions, LLC

$182 Million
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding LGH

# of Institutions

30

Shares Held

8.4M

Call Options Held

0

Put Options Held

0

Howard Capital Management Inc.

5.99M
Shares

$315 Million
4.27% of portfolio
Envestnet Asset Management Inc

500K
Shares

$26.3 Million
0.01% of portfolio
Orion Portfolio Solutions, LLC

423K
Shares

$22.3 Million
0.23% of portfolio
Cetera Investment Advisers Schaumburg, IL

379K
Shares

$20 Million
0.04% of portfolio
Cambridge Investment Research Advisors, Inc.

300K
Shares

$15.8 Million
0.05% of portfolio

About NORTHERN LTS FD TR III HCM DEF

Ticker LGH
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