Optivise Advisory Services LLC Northern Lts Fd Tr Iii Hcm Def Put Options Transaction History

Optivise Advisory Services LLC

$186 Billion
Q4 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding LGH

# of Institutions

34

Shares Held

8.71M

Call Options Held

0

Put Options Held

0

Howard Capital Management Inc.

6.07M
Shares

$298 Million
4.2% of portfolio
Envestnet Asset Management Inc

587K
Shares

$28.8 Million
0.01% of portfolio
Orion Portfolio Solutions, LLC

462K
Shares

$22.7 Million
0.25% of portfolio
Cetera Investment Advisers Schaumburg, IL

418K
Shares

$20.5 Million
0.05% of portfolio
Cambridge Investment Research Advisors, Inc.

310K
Shares

$15.2 Million
0.05% of portfolio

About NORTHERN LTS FD TR III HCM DEF

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