Lifestyle Asset Management, Inc. Northern Lts Fd Tr Iii Hcm Def Transaction History
Lifestyle Asset Management, Inc.
- $214 Billion
- Q2 2025
A detailed history of Lifestyle Asset Management, Inc. transactions in Northern Lts Fd Tr Iii Hcm Def stock. As of the latest transaction made, Lifestyle Asset Management, Inc. holds 75,999 shares of LGH stock, worth $4.27 Million. This represents 1.93% of its overall portfolio holdings.
Number of Shares
75,999
Previous 54,496
39.46%
Holding current value
$4.27 Million
Previous $2.63 Billion
57.22%
% of portfolio
1.93%
Previous 1.45%
Shares
11 transactions
Others Institutions Holding LGH
# of Institutions
43Shares Held
10.2MCall Options Held
0Put Options Held
0-
Howard Capital Management Inc.6.03MShares$339 Million4.2% of portfolio
-
Envestnet Asset Management Inc747KShares$42 Million0.01% of portfolio
-
Orion Portfolio Solutions, LLC524KShares$29.4 Million0.27% of portfolio
-
Brinker Capital Investments, LLC524KShares$29.4 Million0.27% of portfolio
-
Cetera Investment Advisers Schaumburg, IL502KShares$28.2 Million0.05% of portfolio