Nelson, Van Denburg & Campbell Wealth Management »

Western Asset Mrtg Defined Oppn Fund shares owned by Nelson, Van Denburg & Campbell Wealth Management

Quarter-by-quarter ownership of Western Asset Mrtg Defined Oppn Fund (DMO) shares owned by Nelson, Van Denburg & Campbell Wealth Management from 13F filings

Historical chart of Nelson, Van Denburg & Campbell Wealth Management 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 Nelson, Van Denburg & Campbell Wealth Management 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 Nelson, Van Denburg & Campbell Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $35k 3.0k 11.71

More positions owned by Nelson, Van Denburg & Campbell Wealth Management

Ishares Core Dividend Growth Etf Etf (DGRO)
Vanguard Growth Etf Etf (VUG)
Vanguard Index Fds Mid-cap Value Index Viper Shs Etf Etf (VOE)
Vanguard Mid Cap Growth Etf Etf (VOT)
Ishares S&p 500 Index Etf (IVV)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Jpmorgan Active Value Etf Etf (JAVA)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Apple Stock (AAPL)
Vanguard S&p 500 Etf Etf (VOO)
Jpmorgan Active Growth Etf Etf (JGRO)
Spdr Ser Tr Dj Wilshire Small Cap Value Etf Etf (SLYV)
Microsoft Stock (MSFT)
Schwab Us Large Cap Growth Etf Etf (SCHG)
Ishares Morningstar Mid-cap Growth Etf Etf (IMCG)

View all positions for Nelson, Van Denburg & Campbell Wealth Management

Top funds holding Western Asset Mrtg Defined Oppn Fund

Pathstone Holdings
Morgan Stanley
Royal Bank of Canada
PFG Investments
Consolidated Portfolio Review Corp
Envestnet Asset Management
Thomas J. Herzfeld Advisors
Sit Investment Associates
Guggenheim Capital, LLC Managers
Riverbrige Partners
Mml Investors Services
Baird Financial
LPL Financial
Park Avenue Securities
Venture Visionary Partners

View all funds holding Western Asset Mrtg Defined Oppn Fund