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Western Asset Diversified In shares owned by D.A. Davidson & Co.

Quarter-by-quarter ownership of Western Asset Diversified In (WDI) shares owned by D.A. Davidson & Co. from 13F filings

Historical chart of D.A. Davidson & Co. investment in Western Asset Diversified In

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All positions including Western Asset Diversified In held by D.A. Davidson & Co. consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Western Asset Diversified In by D.A. Davidson & Co.

Quarter filed Position value Share count Share price at filing
2023-12-31 $222k 16k 14.10
2023-09-30 $202k 15k 13.24
2023-06-30 $205k 15k 13.47
2023-03-31 $170k 13k 13.30
2022-12-31 $227k 18k 12.70
2022-09-30 $293k 23k 12.56

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Microsoft Corporation (MSFT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Rus 2000 Val Etf (IWN)
Spdr Ser Tr Portfolio Intrmd (SPIB)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Rus 2000 Grw Etf (IWO)
Costco Wholesale Corporation (COST)
Ishares Tr S&p Mc 400vl Etf (IJJ)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for D.A. Davidson & Co.

Top funds holding Western Asset Diversified In

Penserra Capital Management
Bank of America Corporation
Wells Fargo & Company
Pathstone Holdings
Franklin Resources
City of London Investment Management Company
Stifel Financial
Relative Value Partners
LPL Financial
Royal Bank of Canada
Hennion & Walsh Asset Management
PFG Investments
UBS Group
Consolidated Portfolio Review Corp
Advisors Asset Management

View all funds holding Western Asset Diversified In