Aviance Capital Partners »

Western Asset Mrtg Defined Oppn Fund shares owned by Aviance Capital Partners

Quarter-by-quarter ownership of Western Asset Mrtg Defined Oppn Fund (DMO) shares owned by Aviance Capital Partners from 13F filings

Historical chart of Aviance Capital Partners investment in Western Asset Mrtg Defined Oppn Fund

Tip: Access up to 7 years of quarterly data

All positions including Western Asset Mrtg Defined Oppn Fund held by Aviance Capital Partners 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 Western Asset Mrtg Defined Oppn Fund by Aviance Capital Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $340k 29k 11.71
2023-12-31 $331k 30k 11.17
2023-09-30 $342k 32k 10.71

More positions owned by Aviance Capital Partners

Apple (AAPL)
Abbvie (ABBV)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Broadcom (AVGO)
JPMorgan Chase & Co. (JPM)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Meta Platforms Cl A (META)
Lowe's Companies (LOW)
Lam Research Corporation (LRCX)
Amgen (AMGN)
Tesla Motors (TSLA)
Linde SHS (LIN)
Travelers Companies (TRV)

View all positions for Aviance Capital Partners

Top funds holding Western Asset Mrtg Defined Oppn Fund

Pathstone Holdings
Thomas J. Herzfeld Advisors
Royal Bank of Canada
PFG Investments
Consolidated Portfolio Review Corp
Guggenheim Capital, LLC Managers
Riverbrige Partners
Park Avenue Securities
Moors & Cabot
Advisor Group Holdings
Baird Financial
Roberts Glore & Co
UBS Group
Rsm Us Wealth Management
Aviance Capital Partners

View all funds holding Western Asset Mrtg Defined Oppn Fund