Optivise Advisory Services LLC Northern Lts Fd Tr Iii Hcm Def Transaction History
Optivise Advisory Services LLC
- $168 Billion
- Q3 2025
A detailed history of Optivise Advisory Services LLC transactions in Northern Lts Fd Tr Iii Hcm Def stock. As of the latest transaction made, Optivise Advisory Services LLC holds 144,566 shares of LGH stock, worth $8.62 Million. This represents 5.19% of its overall portfolio holdings.
Number of Shares
144,566
Previous 147,981
2.31%
Holding current value
$8.62 Million
Previous $8.06 Billion
8.38%
% of portfolio
5.19%
Previous 4.12%
Shares
6 transactions
Others Institutions Holding LGH
# of Institutions
41Shares Held
10.3MCall Options Held
0Put Options Held
0-
Howard Capital Management Inc.6.03MShares$360 Million4.2% of portfolio
-
Envestnet Asset Management Inc747KShares$44.6 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL593KShares$35.4 Million0.06% of portfolio
-
Brinker Capital Investments, LLC567KShares$33.8 Million0.29% of portfolio
-
Orion Portfolio Solutions, LLC524KShares$31.2 Million0.27% of portfolio