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Western Asset Diversified In shares owned by Mariner Wealth Advisors

Quarter-by-quarter ownership of Western Asset Diversified In (WDI) shares owned by Mariner Wealth Advisors from 13F filings

Historical chart of Mariner Wealth Advisors investment in Western Asset Diversified In

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All positions including Western Asset Diversified In held by Mariner Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Western Asset Diversified In by Mariner Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $174k 12k 14.10
2023-09-30 $143k 11k 13.24
2023-06-30 $139k 10k 13.47

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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
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Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
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View all positions for Mariner Wealth Advisors

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
Royal Bank of Canada
Hennion & Walsh Asset Management
PFG Investments
UBS Group
Consolidated Portfolio Review Corp
Jpmorgan Chase & Co
Advisors Asset Management

View all funds holding Western Asset Diversified In