Destinations LRG Cap Eq-IDLCFX
13F holders, Q4 2024 (December 31)1holders
0new positions
0sold out
$15.29avg. 13F price*
At the end of Q4 2024, 1 institutions reported holding Destinations LRG Cap Eq-I (DLCFX) in their 13F filings, unchanged from Q3 2024. 0 opened new positions and 0 sold out. The largest holder was Ethos Financial Group, LLC ($209K).
- Company
- Destinations LRG Cap Eq-I
- CUSIP
- 10964R103
- Latest filing quarter
- Q2 2025
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q3 2024 → Q4 2024: 1,761 shares bought, net +1,761 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1 holders
| Ethos Financial Group, LLC | 0.03% | Add +14.8% | 13,685 | $209K |
"% 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.