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Legg Mason Bw Global Income shares owned by Pinnacle Wealth Planning Services

Quarter-by-quarter ownership of Legg Mason Bw Global Income (BWG) shares owned by Pinnacle Wealth Planning Services from 13F filings

Historical chart of Pinnacle Wealth Planning Services investment in Legg Mason Bw Global Income

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All positions including Legg Mason Bw Global Income held by Pinnacle Wealth Planning Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Legg Mason Bw Global Income by Pinnacle Wealth Planning Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $26k 3.1k 8.37
2020-12-31 $93k 7.4k 12.53

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Top funds holding Legg Mason Bw Global Income

Pathstone Holdings
Allspring Global Investments Holdings
Wells Fargo & Company
Advisors Asset Management
Shaker Financial Services
Invesco
Deschutes Portfolio Strategy
Private Advisor
Stephens
LPL Financial
Alexander Randolph Advisory
Guggenheim Capital, LLC Managers
Raymond James Financial
Envestnet Asset Management
Royal Bank of Canada

View all funds holding Legg Mason Bw Global Income