Optivise Advisory Services LLC Northern Lts Fd Tr Iii Hcm Def Transaction History
Optivise Advisory Services LLC
- $178 Billion
- Q1 2025
A detailed history of Optivise Advisory Services LLC transactions in Northern Lts Fd Tr Iii Hcm Def stock. As of the latest transaction made, Optivise Advisory Services LLC holds 86,726 shares of QQH stock, worth $4.73 Million. This represents 2.85% of its overall portfolio holdings.
Number of Shares
86,726
Previous 139,622
37.89%
Holding current value
$4.73 Million
Previous $9.36 Billion
45.81%
% of portfolio
2.85%
Previous 5.04%
Shares
4 transactions
Others Institutions Holding QQH
# of Institutions
40Shares Held
9.28MCall Options Held
0Put Options Held
0-
Howard Capital Management Inc.6.39MShares$348 Million5.69% of portfolio
-
Cambridge Investment Research Advisors, Inc.607KShares$33.1 Million0.14% of portfolio
-
Envestnet Asset Management Inc464KShares$25.3 Million0.01% of portfolio
-
Orion Portfolio Solutions, LLC429KShares$23.4 Million0.3% of portfolio
-
Cetera Investment Advisers Schaumburg, IL379KShares$20.7 Million0.06% of portfolio