Lifestyle Asset Management, Inc. - NORTHERN LTS FD TR III ownership

NORTHERN LTS FD TR III's ticker is LGH and the CUSIP is 66538R730. A total of 28 filers reported holding NORTHERN LTS FD TR III in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Lifestyle Asset Management, Inc. ownership history of NORTHERN LTS FD TR III
ValueSharesWeighting
Q3 2023$1,596,521
+156.8%
42,722
+170.5%
0.97%
+159.5%
Q2 2023$621,731
+12.0%
15,796
-0.1%
0.37%
+0.5%
Q1 2023$554,902
+7.7%
15,805
+2.3%
0.37%
-10.0%
Q4 2022$515,12415,4460.41%
Other shareholders
NORTHERN LTS FD TR III shareholders Q3 2023
NameSharesValueWeighting ↓
Howard Capital Management Inc. 3,625,987$125,822,00035.21%
CPR Investments Inc. 132,616$4,602,0006.91%
NTB Financial Corp 32,861$1,140,0000.92%
Delta Investment Management, LLC 39,786$1,381,0000.63%
J.W. COLE ADVISORS, INC. 175,914$6,104,0000.49%
MONEY CONCEPTS CAPITAL CORP 53,793$1,866,0000.17%
Orion Portfolio Solutions, LLC 118,032$4,096,0000.16%
Cambridge Investment Research Advisors, Inc. 706,852$24,528,0000.13%
Tri-Star Advisors Inc. 7,393$256,0000.12%
IFP Advisors, Inc 91,688$2,333,0000.07%
View complete list of NORTHERN LTS FD TR III shareholders