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 36,239 shares of QQH stock, worth $2.04 Million. This represents 1.07% of its overall portfolio holdings.
Number of Shares
36,239
Previous 40,498
10.52%
Holding current value
$2.04 Million
Previous $2.71 Million
21.92%
% of portfolio
1.07%
Previous 1.31%
Shares
3 transactions
Others Institutions Holding QQH
# of Institutions
40Shares Held
9.45MCall Options Held
0Put Options Held
0-
Howard Capital Management Inc.6.39MShares$359 Million5.69% of portfolio
-
Cambridge Investment Research Advisors, Inc.594KShares$33.4 Million0.12% of portfolio
-
Envestnet Asset Management Inc526KShares$29.6 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL447KShares$25.2 Million0.05% of portfolio
-
Orion Portfolio Solutions, LLC429KShares$24.1 Million0.3% of portfolio