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Western Asset Mrtg Defined Oppn Fund shares owned by Captrust Financial Advisors

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

Historical chart of Captrust Financial Advisors 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 Captrust Financial 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 Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $269k 24k 11.17
2023-09-30 $258k 24k 10.71
2023-06-30 $255k 24k 10.58
2023-03-31 $251k 24k 10.45
2022-06-30 $0 22 0.00

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View all positions for Captrust Financial Advisors

Top funds holding Western Asset Mrtg Defined Oppn Fund

Pathstone Holdings
Thomas J. Herzfeld Advisors
Royal Bank of Canada
PFG Investments
Consolidated Portfolio Review Corp
Guggenheim Capital, LLC Managers
Riverbrige Partners
Park Avenue Securities
Moors & Cabot
Advisor Group Holdings
Baird Financial
Roberts Glore & Co
UBS Group
Rsm Us Wealth Management
Aviance Capital Partners

View all funds holding Western Asset Mrtg Defined Oppn Fund