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Lazard Global Total Return & Income Fund shares owned by CWM

Quarter-by-quarter ownership of Lazard Global Total Return & Income Fund (LGI) shares owned by CWM from 13F filings

Historical chart of CWM investment in Lazard Global Total Return & Income Fund

Tip: Access up to 7 years of quarterly data

All positions including Lazard Global Total Return & Income Fund held by CWM consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Lazard Global Total Return & Income Fund by CWM

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.0k 154 19.48
2022-12-31 $43k 2.9k 14.64
2022-06-30 $60k 3.9k 15.42
2019-12-31 $3.0k 185 16.22
2019-09-30 $6.0k 409 14.67
2019-06-30 $53k 3.3k 16.12
2019-03-31 $59k 3.8k 15.43
2018-12-31 $1.5M 109k 13.62

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Ishares Tr Eafe Value Etf (EFV)
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Ishares Core Msci Emkt (IEMG)

View all positions for CWM

Top funds holding Lazard Global Total Return & Income Fund

Wells Fargo & Company
Raymond James Financial
LPL Financial
Guggenheim Capital, LLC Managers
Stifel Financial
Royal Bank of Canada
Advisor Group Holdings
UBS Group
Steward Partners Investment Advisory
Benjamin Edwards
Adapt Wealth Advisors
Strategic Advocates
Shaker Financial Services
Mezzasalma Advisors
Flagship Harbor Advisors

View all funds holding Lazard Global Total Return & Income Fund