Destinations LRG Cap Eq-IDLCFX
13F holders, Q3 2024 (September 30)1holders −1
1new positions
2sold out
$17.36avg. 13F price*
At the end of Q3 2024, 1 institutions reported holding Destinations LRG Cap Eq-I (DLCFX) in their 13F filings, down 1 from Q2 2024. 1 opened new positions and 2 sold out. The largest holder was Ethos Financial Group, LLC ($207K).
- Company
- Destinations LRG Cap Eq-I
- CUSIP
- 10964R103
- Latest filing quarter
- Q2 2025
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $207K |
| Exits | 2 | $168K |
All 13F filers, Q2 2024 → Q3 2024: 11,924 shares bought and 10,183 shares sold, net +1,741 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1 holders
| Ethos Financial Group, LLC | 0.03% | New | 11,924 | $207K |
"% of holder's portfolio" is DLCFX's weight in each manager's 13F, not the share of Destinations LRG Cap Eq-I the manager owns.