Goss Wealth Management »

Western Asset Invest. Grade Defined Opp shares owned by Goss Wealth Management

Quarter-by-quarter ownership of Western Asset Invest. Grade Defined Opp (IGI) shares owned by Goss Wealth Management from 13F filings

Historical chart of Goss Wealth Management investment in Western Asset Invest. Grade Defined Opp

Tip: Access up to 7 years of quarterly data

All positions including Western Asset Invest. Grade Defined Opp held by Goss 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 Invest. Grade Defined Opp by Goss Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $3.8k 225 17.08
2024-03-31 $3.9k 225 17.29
2023-09-30 $3.6k 225 15.83

More positions owned by Goss Wealth Management

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Amazon (AMZN)
Broadcom (AVGO)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Eli Lilly & Co. (LLY)
JPMorgan Chase & Co. (JPM)
Spdr Ser Tr Portfolio S&p500 (SPLG)

View all positions for Goss Wealth Management

Top funds holding Western Asset Invest. Grade Defined Opp

Karpus Investment Management
1607 Capital Partners
Allspring Global Investments Holdings
Almitas Capital
Jane Street
Bank of America Corporation
Hennion & Walsh Asset Management
ICON Advisers
Raymond James & Associates
Wells Fargo & Company
Guggenheim Capital, LLC Managers
Hara Capital
Raymond James Financial Services Advisors
Oak Harbor Wealth Partners
LPL Financial

View all funds holding Western Asset Invest. Grade Defined Opp