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Lazard Global Total Return & Income Fund shares owned by Evolve Private Wealth

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

Historical chart of Evolve Private Wealth 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 Evolve Private Wealth 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 Evolve Private Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $606k 38k 16.09

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Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)
Ishares Tr Core Us Aggbd Et (AGG)
Microsoft Corporation (MSFT)
Vanguard Malvern Fds Core Bd Etf (VCRB)
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Ishares Tr International Sl (ISCF)
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Ishares Gold Tr Ishares New (IAU)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)

View all positions for Evolve Private Wealth

Top funds holding Lazard Global Total Return & Income Fund

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

View all funds holding Lazard Global Total Return & Income Fund