Fulcrum Equity Management Northern Lts Fd Tr Iii Hcm Def Transaction History
Fulcrum Equity Management
- $115 Million
- Q3 2024
Shares
3 transactions
Others Institutions Holding QQH
# of Institutions
34Shares Held
8.92MCall Options Held
0Put Options Held
0-
Howard Capital Management Inc.6.39MShares$427 Million5.69% of portfolio
-
Cambridge Investment Research Advisors, Inc.593KShares$39.6 Million0.13% of portfolio
-
Envestnet Asset Management Inc415KShares$27.7 Million0.01% of portfolio
-
Orion Portfolio Solutions, LLC396KShares$26.5 Million0.26% of portfolio
-
Cetera Investment Advisers Schaumburg, IL352KShares$23.5 Million0.05% of portfolio