Fulcrum Equity Management Northern Lts Fd Tr Iii Hcm Def Transaction History
Fulcrum Equity Management
- $95.5 Million
- Q4 2024
Shares
5 transactions
Others Institutions Holding LGH
# of Institutions
34Shares Held
8.71MCall Options Held
0Put Options Held
0-
Howard Capital Management Inc.6.07MShares$305 Million4.2% of portfolio
-
Envestnet Asset Management Inc587KShares$29.5 Million0.01% of portfolio
-
Orion Portfolio Solutions, LLC462KShares$23.2 Million0.25% of portfolio
-
Cetera Investment Advisers Schaumburg, IL418KShares$21 Million0.05% of portfolio
-
Cambridge Investment Research Advisors, Inc.310KShares$15.6 Million0.05% of portfolio