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Western Asst High Incm Opprtnty Fnd shares owned by Walled Lake Planning & Wealth Management

Quarter-by-quarter ownership of Western Asst High Incm Opprtnty Fnd (HIO) shares owned by Walled Lake Planning & Wealth Management from 13F filings

Historical chart of Walled Lake Planning & Wealth Management investment in Western Asst High Incm Opprtnty Fnd

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All positions including Western Asst High Incm Opprtnty Fnd held by Walled Lake Planning & Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Western Asst High Incm Opprtnty Fnd by Walled Lake Planning & Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $194k 51k 3.81
2024-03-31 $199k 51k 3.90

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View all positions for Walled Lake Planning & Wealth Management

Top funds holding Western Asst High Incm Opprtnty Fnd

Morgan Stanley
Capital Investment Advisors
Pathstone Holdings
Rivernorth Capital Management
Penserra Capital Management
Invesco
Allspring Global Investments Holdings
Fca Corp
Guggenheim Capital, LLC Managers
Rareview Capital
Wells Fargo & Company
Chicago Partners Investment
Thrivent Financial for Lutherans
Bank of America Corporation
RFG Advisory

View all funds holding Western Asst High Incm Opprtnty Fnd