Worth Asset Management, LLC Northern Lts Fd Tr Iii Hcm Def Call Options Transaction History

Worth Asset Management, LLC

$172 Million
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding QQH

# of Institutions

30

Shares Held

6.07M

Call Options Held

0

Put Options Held

0

Howard Capital Management Inc.

3.89M
Shares

$251 Million
28.98% of portfolio
Cambridge Investment Research Advisors, Inc.

593K
Shares

$38.3 Million
0.13% of portfolio
Envestnet Asset Management Inc

396K
Shares

$25.6 Million
0.01% of portfolio
Orion Portfolio Solutions, LLC

348K
Shares

$22.4 Million
0.24% of portfolio
Cetera Investment Advisers Schaumburg, IL

318K
Shares

$20.5 Million
0.05% of portfolio

About NORTHERN LTS FD TR III HCM DEF

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