Worth Financial Advisory Group, LLC Northern Lts Fd Tr Iii Hcm Def Transaction History
Worth Financial Advisory Group, LLC
- $157 Billion
- Q1 2025
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 9,328 shares of LGH stock, worth $472,276. This represents 0.29% of its overall portfolio holdings.
Number of Shares
9,328
Previous 10,082
7.48%
Holding current value
$472,276
Previous $525 Million
14.2%
% of portfolio
0.29%
Previous 0.32%
Shares
3 transactions
Others Institutions Holding LGH
# of Institutions
39Shares Held
9.37MCall Options Held
0Put Options Held
0-
Howard Capital Management Inc.6.03MShares$305 Million5.82% of portfolio
-
Envestnet Asset Management Inc659KShares$33.4 Million0.01% of portfolio
-
Orion Portfolio Solutions, LLC524KShares$26.5 Million0.27% of portfolio
-
Cetera Investment Advisers Schaumburg, IL502KShares$25.4 Million0.05% of portfolio
-
Wealth Watch Advisors, Inc Englewood, CO330KShares$16.7 Million12.97% of portfolio