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Western Asset Mrtg Defined Oppn Fund shares owned by CoreCap Advisors

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

Historical chart of CoreCap Advisors 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 CoreCap Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Western Asset Mrtg Defined Oppn Fund by CoreCap Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $69k 5.8k 11.97
2024-06-30 $69k 5.8k 11.93
2024-03-31 $9.7k 825 11.71
2022-12-31 $72k 6.7k 10.77
2022-06-30 $31k 2.7k 11.68

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Top funds holding Western Asset Mrtg Defined Oppn Fund

Royal Bank of Canada
Guggenheim Capital, LLC Managers
Envestnet Asset Management
Baird Financial
Consolidated Portfolio Review Corp
Morgan Stanley
Thomas J. Herzfeld Advisors
Venture Visionary Partners
Mml Investors Services
LPL Financial
Park Avenue Securities
Raymond James Financial
Goss Wealth Management
Riverbrige Partners
Robinson Capital Management

View all funds holding Western Asset Mrtg Defined Oppn Fund