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 40,498 shares of QQH stock, worth $2.57 Million. This represents 1.31% of its overall portfolio holdings.
Number of Shares
40,498
Previous 31,106
30.19%
Holding current value
$2.57 Million
Previous $1.96 Million
38.4%
% of portfolio
1.31%
Previous 1.08%
Shares
2 transactions
Others Institutions Holding QQH
# of Institutions
39Shares Held
9.28MCall Options Held
0Put Options Held
0-
Howard Capital Management Inc.6.39MShares$406 Million5.69% of portfolio
-
Cambridge Investment Research Advisors, Inc.607KShares$38.6 Million0.14% of portfolio
-
Envestnet Asset Management Inc464KShares$29.5 Million0.01% of portfolio
-
Orion Portfolio Solutions, LLC429KShares$27.3 Million0.3% of portfolio
-
Cetera Investment Advisers Schaumburg, IL379KShares$24.1 Million0.06% of portfolio