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Western Asset Mrtg Defined Oppn Fund shares owned by JFS Wealth Advisors

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

Historical chart of JFS Wealth Advisors investment in Western Asset Mrtg Defined Oppn Fund

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All positions including Western Asset Mrtg Defined Oppn Fund held by JFS Wealth 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 JFS Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $343 32 10.72

More positions owned by JFS Wealth Advisors

Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Us Equi Mark Etf (DFUS)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core S&p Scp Etf (IJR)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr National Mun Etf (MUB)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for JFS Wealth Advisors

Top funds holding Western Asset Mrtg Defined Oppn Fund

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

View all funds holding Western Asset Mrtg Defined Oppn Fund