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

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

Historical chart of Beaird Harris 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 Beaird Harris Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wstrn Ast Clymr Infltn Lkd Opts & Inc by Beaird Harris Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.1k 359 8.67
2023-09-30 $3.0k 359 8.23

More positions owned by Beaird Harris Wealth Management

Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Us Mktwide Value (DFUV)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Dimensional Etf Trust Internatnal Val (DFIV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Us Real Estate E (DFAR)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for Beaird Harris 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