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Lument Finance Trust shares owned by SHP Wealth Management

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

Historical chart of SHP Wealth Management investment in Lument Finance Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Lument Finance Trust by SHP Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $920 1.0k 0.92

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View all positions for SHP Wealth Management

Top funds holding Lument Finance Trust

Axa
Melia Wealth
Vanguard Capital Management
Russell Investments
Millennium Management
Geode Capital Management
State Street Corporation
BlackRock
Vanguard Fiduciary Trust
Jane Street
Susquehanna International
Goldman Sachs Group
Deltec Asset Management
Northern Trust
AQR Capital Management

View all funds holding Lument Finance Trust