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Western Asset Mrtg Defined Oppn Fund shares owned by Highline Wealth Partners

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

Historical chart of Highline Wealth Partners investment in Western Asset Mrtg Defined Oppn Fund

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All positions including Western Asset Mrtg Defined Oppn Fund held by Highline Wealth Partners 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 Highline Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $14k 1.2k 11.06
2025-09-30 $14k 1.2k 11.72

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View all positions for Highline Wealth Partners

Top funds holding Western Asset Mrtg Defined Oppn Fund

Royal Bank of Canada
Envestnet Asset Management
LPL Financial
Baird Financial
Venture Visionary Partners
Thomas J. Herzfeld Advisors
Raymond James Financial
Park Avenue Securities
Guggenheim Capital, LLC Managers
Robinson Capital Management
Goss Wealth Management
Advisor Group Holdings
Aviance Capital Partners
Cambridge Investment Research Advisors
Commonwealth Equity Services

View all funds holding Western Asset Mrtg Defined Oppn Fund