Olistico Wealth »

Western Asset Invest. Grade Defined Opp shares owned by Olistico Wealth

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

Historical chart of Olistico Wealth 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 Olistico Wealth 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 Olistico Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $24k 1.5k 16.50
2025-06-30 $24k 1.5k 16.58

More positions owned by Olistico Wealth

Vanguard Growth Etf Etf (VUG)
Apple Stock (AAPL)
Vanguard Total Stock Market Etf Etf (VTI)
Vanguard Information Technology Etf Etf (VGT)
Vanguard Value Etf Etf (VTV)
Nvidia Corporation Stock (NVDA)
Capital Group Dividend Value Etf Etf (CGDV)
Capital Group Growth Etf Etf (CGGR)
Amazon Stock (AMZN)
Broadcom Stock (AVGO)
Microsoft Corp Stock (MSFT)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Capital Group International Focus Equity Etf Etf (CGXU)
Schwab Us Dividend Equity Etf Etf (SCHD)
Oneok Stock (OKE)

View all positions for Olistico Wealth

Top funds holding Western Asset Invest. Grade Defined Opp

Sit Investment Associates
1607 Capital Partners
UBS Group
Guggenheim Capital, LLC Managers
Raymond James Financial
Wells Fargo & Company
Whipplewood Advisors
Wolverine Asset Management
Hennion & Walsh Asset Management
Janney Montgomery Scott
Stifel Financial
Ameriprise Financial
Melfa Wealth Management
Royal Bank of Canada
Jones Financial Companies, L.L

View all funds holding Western Asset Invest. Grade Defined Opp