Spire Wealth Management Northern Lts Fd Tr Iii Hcm Def Call Options Transaction History
Spire Wealth Management
- $3.02 Billion
- Q1 2025
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding LGH
# of Institutions
39Shares Held
9.37MCall Options Held
0Put Options Held
0-
Howard Capital Management Inc.6.03MShares$311 Million5.82% of portfolio
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Envestnet Asset Management Inc659KShares$34 Million0.01% of portfolio
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Orion Portfolio Solutions, LLC524KShares$27 Million0.27% of portfolio
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Cetera Investment Advisers Schaumburg, IL502KShares$25.9 Million0.05% of portfolio
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Wealth Watch Advisors, Inc Englewood, CO330KShares$17 Million12.97% of portfolio