Worth Financial Advisory Group, LLC Northern Lts Fd Tr Iii Hcm Def Transaction History
Worth Financial Advisory Group, LLC
- $162 Billion
- Q4 2024
A detailed history of Worth Financial Advisory Group, LLC transactions in Northern Lts Fd Tr Iii Hcm Def stock. As of the latest transaction made, Worth Financial Advisory Group, LLC holds 10,082 shares of LGH stock, worth $543,823. This represents 0.32% of its overall portfolio holdings.
Number of Shares
10,082
Previous 9,185
9.77%
Holding current value
$543,823
Previous $466 Million
12.55%
% of portfolio
0.32%
Previous 0.27%
Shares
2 transactions
Others Institutions Holding LGH
# of Institutions
33Shares Held
8.75MCall Options Held
0Put Options Held
0-
Howard Capital Management Inc.6.07MShares$328 Million4.2% of portfolio
-
Envestnet Asset Management Inc587KShares$31.7 Million0.01% of portfolio
-
Orion Portfolio Solutions, LLC462KShares$24.9 Million0.25% of portfolio
-
Cetera Investment Advisers Schaumburg, IL418KShares$22.5 Million0.05% of portfolio
-
Cambridge Investment Research Advisors, Inc.310KShares$16.7 Million0.05% of portfolio