Who owns Northern Lts Fd Tr Iii Hcm Defender 500 Index Etf?
- Ticker: LGH
- CUSIP Number: 66538r730
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Analyze quarterly positions in Northern Lts Fd Tr Iii Hcm Defender 500 Index Etf with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold Northern Lts Fd Tr Iii Hcm Defender 500 Index Etf this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
---|---|---|---|---|---|
Howard Capital Management | 6.0M | $200M | 56% | Sep 2024 |
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Envestnet Asset Management | 500k | $25M | 6% | Sep 2024 |
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Orion Portfolio Solutions | 424k | $22M | 20% | Sep 2024 |
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Cetera Investment Advisers | 340k | $17M | 14% | Jun 2024 |
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Cambridge Investment Research Advisors | 300k | $15M | -1% | Sep 2024 |
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J.w. Cole Advisors | 215k | $11M | -1% | Sep 2024 |
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Optivise Advisory Services | 124k | $6.3M | -2% | Sep 2024 |
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LPL Financial | 48k | $2.4M | 91% | Sep 2024 |
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Lifestyle Asset Management | 43k | $2.2M | -1% | Sep 2024 |
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CPR Investments | 42k | $2.1M | -51% | Sep 2024 |
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Discipline Wealth Solutions | 35k | $1.8M | 100% | Sep 2024 |
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Foundations Investment Advisors | 33k | $1.7M | 46% | Sep 2024 |
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Advisor Group Holdings | 32k | $1.6M | -49% | Sep 2024 |
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Panoramic Investment Advisors | 30k | $1.5M | -1% | Sep 2024 |
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Brookstone Capital Management | 27k | $1.4M | 25% | Sep 2024 |
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Fiduciary Alliance | 27k | $1.3M | -8% | Sep 2024 |
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IFP Advisors | 25k | $1.2M | -24% | Jun 2024 |
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Worth Financial Advisory Group | 9.2k | $466k | 100% | Sep 2024 |
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Atria Investments | 8.5k | $432k | -6% | Sep 2024 |
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Money Concepts Capital Corp | 4.9k | $248k | 100% | Sep 2024 |
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Mariner Wealth Advisors | 4.0k | $201k | 100% | Sep 2024 |
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Morgan Stanley | 1.1k | $57k | 0% | Jun 2024 |
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Creative Financial Designs | 681.00 | $35k | 100% | Sep 2024 |
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Creekmur Asset Management | 373.00 | $19k | 0% | Sep 2024 |
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Spire Wealth Management | 200.00 | $10k | 100% | Sep 2024 |
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Royal Bank of Canada | 200.00 | $10k | 100% | Sep 2024 |
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Who sold out of Northern Lts Fd Tr Iii Hcm Defender 500 Index Etf?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Sigma Planning | Jun 2024 | 8.1k | $401k |
Susquehanna International | Jun 2024 | 7.3k | $363k |
Commonwealth Equity Services | Jun 2024 | 5.5k | $274k |