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Lument Finance Trust shares owned by EverSource Wealth Advisors

Quarter-by-quarter ownership of Lument Finance Trust (LFT) shares owned by EverSource Wealth Advisors from 13F filings

Historical chart of EverSource Wealth Advisors investment in Lument Finance Trust

Tip: Access up to 7 years of quarterly data

All positions including Lument Finance Trust held by EverSource Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Lument Finance Trust by EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $49 35 1.40
2025-09-30 $53 26 2.04

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Top funds holding Lument Finance Trust

Axa
BlackRock
Vanguard Group
Geode Capital Management
Melia Wealth
Punch & Associates Investment Management
State Street Corporation
Northern Trust
Deltec Asset Management
Charles Schwab Investment Management
Bank of New York Mellon
Goldman Sachs Group
Jane Street
Corsair Capital Management
Citadel Advisors

View all funds holding Lument Finance Trust