Discipline Wealth Solutions, LLC Northern Lts Fd Tr Iii Hcm Def Transaction History
Discipline Wealth Solutions, LLC
- $207 Million
- Q4 2024
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 47,587 shares of LGH stock, worth $2.47 Million. This represents 1.2% of its overall portfolio holdings.
Number of Shares
47,587
Previous 34,733
37.01%
Holding current value
$2.47 Million
Previous $1.76 Million
40.5%
% of portfolio
1.2%
Previous 0.97%
Shares
2 transactions
Others Institutions Holding LGH
# of Institutions
33Shares Held
8.7MCall Options Held
0Put Options Held
0-
Howard Capital Management Inc.6.07MShares$315 Million4.2% of portfolio
-
Envestnet Asset Management Inc587KShares$30.5 Million0.01% of portfolio
-
Orion Portfolio Solutions, LLC462KShares$24 Million0.25% of portfolio
-
Cetera Investment Advisers Schaumburg, IL418KShares$21.7 Million0.05% of portfolio
-
Cambridge Investment Research Advisors, Inc.310KShares$16.1 Million0.05% of portfolio