Optivise Advisory Services LLC Northern Lts Fd Tr Iii Hcm Def Transaction History
Optivise Advisory Services LLC
- $186 Billion
- Q4 2024
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 171,932 shares of LGH stock, worth $9.05 Million. This represents 4.82% of its overall portfolio holdings.
Number of Shares
171,932
Previous 123,508
39.21%
Holding current value
$9.05 Million
Previous $6.27 Billion
42.74%
% of portfolio
4.82%
Previous 3.3%
Shares
3 transactions
Others Institutions Holding LGH
# of Institutions
33Shares Held
8.69MCall Options Held
0Put Options Held
0-
Howard Capital Management Inc.6.07MShares$320 Million4.2% of portfolio
-
Envestnet Asset Management Inc587KShares$30.9 Million0.01% of portfolio
-
Orion Portfolio Solutions, LLC462KShares$24.3 Million0.25% of portfolio
-
Cetera Investment Advisers Schaumburg, IL418KShares$22 Million0.05% of portfolio
-
Cambridge Investment Research Advisors, Inc.310KShares$16.3 Million0.05% of portfolio