Discipline Wealth Solutions, LLC Northern Lts Fd Tr Iii Hcm Def Transaction History
Discipline Wealth Solutions, LLC
- $354 Million
- Q3 2025
A detailed history of Discipline Wealth Solutions, LLC transactions in Northern Lts Fd Tr Iii Hcm Def stock. As of the latest transaction made, Discipline Wealth Solutions, LLC holds 40,181 shares of QQH stock, worth $3.1 Million. This represents 0.87% of its overall portfolio holdings.
Number of Shares
40,181
Previous 38,672
3.9%
Holding current value
$3.1 Million
Previous $2.61 Million
17.29%
% of portfolio
0.87%
Previous 1.06%
Shares
5 transactions
Others Institutions Holding QQH
# of Institutions
51Shares Held
10.6MCall Options Held
0Put Options Held
0-
Howard Capital Management Inc.6.2MShares$478 Million5.42% of portfolio
-
Envestnet Asset Management Inc666KShares$51.3 Million0.02% of portfolio
-
Brinker Capital Investments, LLC576KShares$44.4 Million0.39% of portfolio
-
Cetera Investment Advisers Schaumburg, IL545KShares$42 Million0.05% of portfolio
-
Orion Portfolio Solutions, LLC490KShares$37.8 Million0.31% of portfolio