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

Optivise Advisory Services LLC

$178 Billion
Q1 2025

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding QQH

# of Institutions

45

Shares Held

9.97M

Call Options Held

0

Put Options Held

0

Howard Capital Management Inc.

6.33M
Shares

$444 Million
7.4% of portfolio
Cambridge Investment Research Advisors, Inc.

594K
Shares

$41.6 Million
0.12% of portfolio
Envestnet Asset Management Inc

526K
Shares

$36.8 Million
0.01% of portfolio
Orion Portfolio Solutions, LLC

490K
Shares

$34.3 Million
0.31% of portfolio
Cetera Investment Advisers Schaumburg, IL

447K
Shares

$31.3 Million
0.05% of portfolio

About NORTHERN LTS FD TR III HCM DEF

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