Howard Financial Services, Ltd. Northern Lts Fd Tr Iii Fpa Glo Transaction History
Howard Financial Services, Ltd.
- $579 Million
- Q1 2024
Shares
5 transactions
Others Institutions Holding FPAG
# of Institutions
11Shares Held
2.75MCall Options Held
0Put Options Held
0-
Mesirow Financial Investment Management, Inc.1.23MShares$37.4 Million0.82% of portfolio
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Tanglewood Wealth Management, Inc.594KShares$18.1 Million2.12% of portfolio
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Verum Partners LLC Charlotte, NC450KShares$13.7 Million4.62% of portfolio
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Nav Point Financial, Inc. Prior Lake, MN286KShares$8.73 Million7.18% of portfolio
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Compass Ion Advisors, LLC89.3KShares$2.72 Million0.39% of portfolio