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Lazard Global Total Return & Income Fund shares owned by MAI Wealth Advisors

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

Historical chart of MAI Wealth Advisors 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 MAI Wealth Advisors 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 MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $94k 5.4k 17.30
2025-06-30 $91k 5.4k 16.80
2025-03-31 $84k 5.4k 15.41
2024-12-31 $87k 5.4k 15.98

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View all positions for MAI Wealth Advisors

Top funds holding Lazard Global Total Return & Income Fund

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

View all funds holding Lazard Global Total Return & Income Fund