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Western Asset High Incm Fd I shares owned by Total Wealth Planning & Management

Quarter-by-quarter ownership of Western Asset High Incm Fd I (HIX) shares owned by Total Wealth Planning & Management from 13F filings

Historical chart of Total Wealth Planning & Management investment in Western Asset High Incm Fd I

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All positions including Western Asset High Incm Fd I held by Total Wealth Planning & Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Western Asset High Incm Fd I by Total Wealth Planning & Management

Quarter filed Position value Share count Share price at filing
2025-06-30 $297k 69k 4.29
2025-03-31 $273k 65k 4.18
2024-12-31 $83k 20k 4.21

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Top funds holding Western Asset High Incm Fd I

UBS Group
Penserra Capital Management
Wells Fargo & Company
Morgan Stanley
Invesco
Shaker Financial Services
Ameriprise Financial
Advisor Group Holdings
NWF Advisory Services
Oppenheimer & Co
Guggenheim Capital, LLC Managers
Envestnet Asset Management
Rockefeller Capital Management
Raymond James Financial
Goss Wealth Management

View all funds holding Western Asset High Incm Fd I