Western Asset Mrtg Defined Oppn Fund shares owned by Integrated Wealth Concepts
Quarter-by-quarter ownership of Western Asset Mrtg Defined Oppn Fund (DMO) shares owned by Integrated Wealth Concepts
from 13F filings
Historical chart of Integrated Wealth Concepts investment in Western Asset Mrtg Defined Oppn Fund
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Quarterly reported holdings in Western Asset Mrtg Defined Oppn Fund by Integrated Wealth Concepts
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $149k | 14k | 10.71 |
| 2023-06-30 | $148k | 14k | 10.58 |
| 2023-03-31 | $5.4M | 517k | 10.45 |
| 2022-12-31 | $5.7M | 528k | 10.77 |
| 2022-09-30 | $6.3M | 565k | 11.11 |
| 2022-06-30 | $6.0M | 510k | 11.68 |
| 2022-03-31 | $6.9M | 518k | 13.37 |
| 2021-12-31 | $7.6M | 500k | 15.21 |
| 2021-09-30 | $6.8M | 442k | 15.46 |
| 2021-06-30 | $6.1M | 388k | 15.59 |
| 2021-03-31 | $3.9M | 267k | 14.64 |
| 2020-12-31 | $1.4M | 96k | 14.18 |
| 2020-09-30 | $967k | 74k | 13.12 |
| 2020-06-30 | $488k | 33k | 14.67 |
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