Panoramic Investment Advisors, LLC Northern Lts Fd Tr Iii Hcm Def Call Options Transaction History

Panoramic Investment Advisors, LLC

$163 Billion
Q2 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

45

Shares Held

10.5M

Call Options Held

0

Put Options Held

0

Howard Capital Management Inc.

6.31M
Shares

$453 Million
5.45% of portfolio
Envestnet Asset Management Inc

614K
Shares

$44.1 Million
0.01% of portfolio
Cambridge Investment Research Advisors, Inc.

561K
Shares

$40.3 Million
0.12% of portfolio
Cetera Investment Advisers Schaumburg, IL

509K
Shares

$36.6 Million
0.06% of portfolio
Brinker Capital Investments, LLC

490K
Shares

$35.2 Million
0.31% of portfolio

About NORTHERN LTS FD TR III HCM DEF

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