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Western Asset Mrtg Defined Oppn Fund shares owned by Rsm Us Wealth Management

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

Historical chart of Rsm Us 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 Rsm Us Wealth Management 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 Rsm Us Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $357k 31k 11.71

More positions owned by Rsm Us Wealth Management

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Apple (AAPL)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Dimensional Etf Trust Internatnal Val (DFIV)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Core Msci Eafe (IEFA)
Dimensional Etf Trust Us Equity Etf (DFUS)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)

View all positions for Rsm Us 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
LPL Financial
Park Avenue Securities
Venture Visionary Partners
Goss Wealth Management
Moors & Cabot

View all funds holding Western Asset Mrtg Defined Oppn Fund