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Western Asset Mrtg Defined Oppn Fund shares owned by Journey Strategic Wealth

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

Historical chart of Journey Strategic Wealth investment in Western Asset Mrtg Defined Oppn Fund

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All positions including Western Asset Mrtg Defined Oppn Fund held by Journey Strategic Wealth 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 Journey Strategic Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $280k 24k 11.72
2025-06-30 $159k 13k 11.94
2025-03-31 $400k 34k 11.82
2024-12-31 $152k 13k 11.80
2024-09-30 $138k 12k 11.97

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View all positions for Journey Strategic Wealth

Top funds holding Western Asset Mrtg Defined Oppn Fund

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

View all funds holding Western Asset Mrtg Defined Oppn Fund