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 7,858 shares of QQH stock, worth $524,128. This represents 0.29% of its overall portfolio holdings.
Number of Shares
7,858
Previous 8,266
4.94%
Holding current value
$524,128
Previous $554 Million
17.06%
% of portfolio
0.29%
Previous 0.34%
Shares
3 transactions
Others Institutions Holding QQH
# of Institutions
42Shares Held
9.87MCall Options Held
0Put Options Held
0-
Howard Capital Management Inc.6.33MShares$422 Million7.4% of portfolio
-
Cambridge Investment Research Advisors, Inc.594KShares$39.6 Million0.12% of portfolio
-
Envestnet Asset Management Inc526KShares$35.1 Million0.01% of portfolio
-
Orion Portfolio Solutions, LLC490KShares$32.7 Million0.31% of portfolio
-
Cetera Investment Advisers Schaumburg, IL447KShares$29.8 Million0.05% of portfolio