Worth Financial Advisory Group, LLC Northern Lts Fd Tr Iii Hcm Def Transaction History
Worth Financial Advisory Group, LLC
- $163 Billion
- Q2 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 4,890 shares of LGH stock, worth $265,478. This represents 0.16% of its overall portfolio holdings.
Number of Shares
4,890
Previous 9,328
47.58%
Holding current value
$265,478
Previous $450 Million
40.9%
% of portfolio
0.16%
Previous 0.29%
Shares
4 transactions
Others Institutions Holding LGH
# of Institutions
39Shares Held
9.38MCall Options Held
0Put Options Held
0-
Howard Capital Management Inc.6.03MShares$327 Million5.82% of portfolio
-
Envestnet Asset Management Inc659KShares$35.8 Million0.01% of portfolio
-
Orion Portfolio Solutions, LLC524KShares$28.4 Million0.27% of portfolio
-
Cetera Investment Advisers Schaumburg, IL502KShares$27.3 Million0.05% of portfolio
-
Wealth Watch Advisors, Inc Englewood, CO330KShares$17.9 Million12.97% of portfolio