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Wstrn Ast Clymr Infltn Lkd Opts & Inc shares owned by Kingswood Wealth Advisors

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

Historical chart of Kingswood Wealth Advisors 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 Kingswood Wealth Advisors 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 Kingswood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $275k 32k 8.63
2023-12-31 $376k 43k 8.67
2023-09-30 $206k 25k 8.23

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View all positions for Kingswood Wealth Advisors

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