Pathstone Holdings »

Western Asset Mrtg Defined Oppn Fund shares owned by Pathstone Holdings

Quarter-by-quarter ownership of Western Asset Mrtg Defined Oppn Fund (DMO) shares owned by Pathstone Holdings from 13F filings

Historical chart of Pathstone Holdings investment in Western Asset Mrtg Defined Oppn Fund

Tip: Access up to 7 years of quarterly data

All positions including Western Asset Mrtg Defined Oppn Fund held by Pathstone Holdings consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Western Asset Mrtg Defined Oppn Fund by Pathstone Holdings

Quarter filed Position value Share count Share price at filing
2023-12-31 $4.0M 361k 11.17

More positions owned by Pathstone Holdings

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Crowdstrike Hldgs Cl A (CRWD)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Rus 1000 Etf (IWB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Large Cap Etf (VV)
Coca-Cola Company (KO)
Amazon (AMZN)
Ishares Tr Russell 2000 Etf (IWM)

View all positions for Pathstone Holdings

Top funds holding Western Asset Mrtg Defined Oppn Fund

Pathstone Holdings
Thomas J. Herzfeld Advisors
Royal Bank of Canada
PFG Investments
Consolidated Portfolio Review Corp
Guggenheim Capital, LLC Managers
Riverbrige Partners
LPL Financial
Park Avenue Securities
Moors & Cabot
Advisor Group Holdings
Baird Financial
Roberts Glore & Co
UBS Group
Rsm Us Wealth Management

View all funds holding Western Asset Mrtg Defined Oppn Fund