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Lument Finance Trust shares owned by MAI Wealth Advisors

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

Historical chart of MAI Wealth Advisors investment in Lument Finance Trust

Tip: Access up to 7 years of quarterly data

All positions including Lument Finance Trust held by MAI 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 MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $8 7 1.29

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Top funds holding Lument Finance Trust

Axa
BlackRock
Vanguard Group
Vanguard Capital Management
Melia Wealth
Geode Capital Management
Russell Investments
State Street Corporation
Northern Trust
Vanguard Fiduciary Trust
Punch & Associates Investment Management
Vanguard Portfolio Management
Deltec Asset Management
Goldman Sachs Group
Charles Schwab Investment Management

View all funds holding Lument Finance Trust