PANORAMIC INVESTMENT ADVISORS, LLC - 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
PANORAMIC INVESTMENT ADVISORS, LLC ownership history of NORTHERN LTS FD TR III
ValueSharesWeighting
Q3 2023$1,281,031
+20.6%
34,280
+7.6%
1.18%
+8.2%
Q4 2022$1,062,32331,8541.09%
Other shareholders
NORTHERN LTS FD TR III shareholders Q3 2023
NameSharesValueWeighting ↓
Howard Capital Management Inc. 3,657,834$136,693,24718.45%
CPR Investments Inc. 54,566$2,039,1312.19%
PANORAMIC INVESTMENT ADVISORS, LLC 34,280$1,281,0311.18%
Lifestyle Asset Management, Inc. 42,722$1,596,5210.97%
J.W. COLE ADVISORS, INC. 180,918$6,760,9220.50%
Delta Investment Management, LLC 35,200$1,315,4230.36%
Brookstone Capital Management 220,077$8,126,7390.18%
Fiduciary Alliance LLC 16,698$624,0040.14%
Orion Portfolio Solutions, LLC 256,271$9,576,8450.12%
Cambridge Investment Research Advisors, Inc. 542,289$20,2650.10%
View complete list of NORTHERN LTS FD TR III shareholders