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

Optivise Advisory Services LLC

$178 Billion
Q1 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding QQH

# of Institutions

43

Shares Held

9.92M

Call Options Held

0

Put Options Held

0

Howard Capital Management Inc.

6.33M
Shares

$440 Million
7.4% of portfolio
Cambridge Investment Research Advisors, Inc.

594K
Shares

$41.3 Million
0.12% of portfolio
Envestnet Asset Management Inc

526K
Shares

$36.5 Million
0.01% of portfolio
Orion Portfolio Solutions, LLC

490K
Shares

$34.1 Million
0.31% of portfolio
Cetera Investment Advisers Schaumburg, IL

447K
Shares

$31.1 Million
0.05% of portfolio

About NORTHERN LTS FD TR III HCM DEF

Ticker QQH
Sector ETFs
Industry ETFs

Track This Portfolio

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.