Fulcrum Equity Management Northern Lts Fd Tr Iii Hcm Def Transaction History
Fulcrum Equity Management
- $108 Million
- Q2 2024
Shares
5 transactions
Others Institutions Holding LGH
# of Institutions
28Shares Held
5.9MCall Options Held
0Put Options Held
0-
Howard Capital Management Inc.3.83MShares$198 Million22.97% of portfolio
-
Envestnet Asset Management Inc473KShares$24.4 Million0.01% of portfolio
-
Orion Portfolio Solutions, LLC366KShares$18.9 Million0.2% of portfolio
-
Cetera Investment Advisers Schaumburg, IL340KShares$17.6 Million0.04% of portfolio
-
Cambridge Investment Research Advisors, Inc.300KShares$15.5 Million0.05% of portfolio