Baystate Wealth Management »

Wstrn Ast Clymr Infltn Lkd Opts & Inc shares owned by Baystate Wealth Management

Quarter-by-quarter ownership of Wstrn Ast Clymr Infltn Lkd Opts & Inc (WIW) shares owned by Baystate Wealth Management from 13F filings

Historical chart of Baystate Wealth Management investment in Wstrn Ast Clymr Infltn Lkd Opts & Inc

Tip: Access up to 7 years of quarterly data

All positions including Wstrn Ast Clymr Infltn Lkd Opts & Inc held by Baystate Wealth Management 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 Wstrn Ast Clymr Infltn Lkd Opts & Inc by Baystate Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $4.4k 507 8.67
2021-09-30 $0 0 0.00

More positions owned by Baystate Wealth Management

Ishares Russell Top 200 Growth Etf Etf (IWY)
Spdr S&p World Ex-us Etf (SPDW)
Invesco Ftse Rafi Us 1000 Etf Etf (PRF)
Ishares S&p 500 Index Etf (IVV)
Ishares Aggregate Bond Etf Etf (AGG)
Vanguard Value Etf Etf (VTV)
Invesco Russell 1000 Dynamic Multifactor Etf Etf (OMFL)
Blackrock Ultra Short-term Bond Etf Etf (ICSH)
Ishares Core Msci Eafe Etf Etf (IEFA)
Ishares Tr Russell Midcap Index Etf (IWR)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Vanguard S&p Small-cap 600 Etf Etf (VIOO)
Spdr Barclays Capital Short Term Corp Bd Etf (SPSB)
Vanguard Total Bond Market Etf Etf (BND)
Ishares Msci Usa Value Factor Etf Etf (VLUE)

View all positions for Baystate Wealth Management

Top funds holding Wstrn Ast Clymr Infltn Lkd Opts & Inc

Morgan Stanley
Allspring Global Investments Holdings
Rivernorth Capital Management
Penserra Capital Management
Beach Point Capital Management
1607 Capital Partners
Bank of America Corporation
Sit Investment Associates
HighTower Advisors
Baird Financial
PenderFund Capital Management
Stifel Financial
Janney Montgomery Scott
Landscape Capital Management
LPL Financial

View all funds holding Wstrn Ast Clymr Infltn Lkd Opts & Inc