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 8,266 shares of QQH stock, worth $567,874. This represents 0.34% of its overall portfolio holdings.
Number of Shares
8,266
Previous 7,613
8.58%
Holding current value
$567,874
Previous $480 Million
15.43%
% of portfolio
0.34%
Previous 0.28%
Shares
2 transactions
Others Institutions Holding QQH
# of Institutions
39Shares Held
9.25MCall Options Held
0Put Options Held
0-
Howard Capital Management Inc.6.39MShares$439 Million5.69% of portfolio
-
Cambridge Investment Research Advisors, Inc.607KShares$41.7 Million0.14% of portfolio
-
Envestnet Asset Management Inc464KShares$31.9 Million0.01% of portfolio
-
Orion Portfolio Solutions, LLC429KShares$29.5 Million0.3% of portfolio
-
Cetera Investment Advisers Schaumburg, IL379KShares$26.1 Million0.06% of portfolio