Optivise Advisory Services LLC Northern Lts Fd Tr Iii Hcm Def Transaction History

Optivise Advisory Services LLC

  • $178 Billion
  • Q1 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 106,270 shares of LGH stock, worth $5.27 Million. This represents 2.88% of its overall portfolio holdings.

Number of Shares
106,270
Previous 171,932 38.19%
Holding current value
$5.27 Million
Previous $8.95 Billion 42.68%
% of portfolio
2.88%
Previous 4.82%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 18, 2025
SELL
$48.0 - $54.24 $3.15 Million - $3.56 Million
-65,662 Reduced 38.19%
106,270 $5.13 Billion
Q4 2024

Feb 13, 2025
BUY
$49.97 - $54.88 $2.42 Million - $2.66 Million
48,424 Added 39.21%
171,932 $8.95 Billion
Q3 2024

Nov 12, 2024
BUY
$45.52 - $52.02 $5.62 Million - $6.42 Million
123,508 New
123,508 $6.27 Billion
Q2 2024

Nov 14, 2024
BUY
$43.71 - $49.78 $137,948 - $157,105
3,156 Added 2.56%
126,664 $6.27 Billion

Others Institutions Holding LGH

# of Institutions
39
Shares Held
9.37M
Call Options Held
0
Put Options Held
0
View Full List

About NORTHERN LTS FD TR III HCM DEF

LGH Quotes by TradingView
  • Ticker LGH
  • Sector ETFs
  • Industry ETFs
More about LGH
Track This Portfolio

Track Optivise Advisory Services LLC Portfolio

Follow Optivise Advisory Services LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Optivise Advisory Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on Optivise Advisory Services LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email