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 139,622 shares of QQH stock, worth $9.59 Million. This represents 5.04% of its overall portfolio holdings.
Number of Shares
139,622
Previous 103,229
35.25%
Holding current value
$9.59 Million
Previous $6.51 Billion
43.79%
% of portfolio
5.04%
Previous 3.42%
Shares
3 transactions
Others Institutions Holding QQH
# of Institutions
39Shares Held
9.25MCall Options Held
0Put Options Held
0-
Howard Capital Management Inc.6.39MShares$439 Million5.69% of portfolio
-
Cambridge Investment Research Advisors, Inc.607KShares$41.7 Million0.14% of portfolio
-
Envestnet Asset Management Inc464KShares$31.9 Million0.01% of portfolio
-
Orion Portfolio Solutions, LLC429KShares$29.5 Million0.3% of portfolio
-
Cetera Investment Advisers Schaumburg, IL379KShares$26.1 Million0.06% of portfolio