Key FInancial »

Western Asset Mrtg Defined Oppn Fund shares owned by Key FInancial

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

Historical chart of Key FInancial 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 Key FInancial consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Western Asset Mrtg Defined Oppn Fund by Key FInancial

Quarter filed Position value Share count Share price at filing
2026-06-30 $5.4k 500 10.71

More positions owned by Key FInancial

Apple (AAPL)
Wisdomtree Tr True Dev Intl Fd (DOL)
Wisdomtree Tr Glob Ex Us Qu Fd (DNL)
Wisdomtree Tr Us Smallcap Fund (EES)
Spdr Series Trust ST STR SP600SM C (SLYV)
Ishares Tr Us Treas Bd Etf (GOVT)
First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR)
Ishares Tr Eafe Grwth Etf (EFG)
Microsoft Corporation (MSFT)
First Tr Exchange Traded Intl Dev Strngth (FICS)
Exxon Mobil Corporation (XOM)
Spdr Series Trust St Str Sp600grwo (SLYG)
Wisdomtree Tr Us Largecap Divd (DLN)
Spdr Series Trust St Str P500val (SPYV)
Spdr Series Trust ST STR P500GRW (SPYG)

View all positions for Key FInancial

Top funds holding Western Asset Mrtg Defined Oppn Fund

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

View all funds holding Western Asset Mrtg Defined Oppn Fund