Simplicity Wealth,Llc Northern Lts Fd Tr Iii Hcm Def Call Options Transaction History
Simplicity Wealth,Llc
- $1.59 Billion
- Q3 2025
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding LGH
# of Institutions
42Shares Held
10.5MCall Options Held
0Put Options Held
0-
Howard Capital Management Inc.6.25MShares$387 Million4.32% of portfolio
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Envestnet Asset Management Inc813KShares$50.4 Million0.02% of portfolio
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Cetera Investment Advisers Schaumburg, IL593KShares$36.8 Million0.06% of portfolio
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Brinker Capital Investments, LLC567KShares$35.1 Million0.29% of portfolio
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Orion Portfolio Solutions, LLC524KShares$32.4 Million0.27% of portfolio