Who owns Wstrn Asst Core Bd I mutual fund?
- Ticker: WATFX
- CUSIP Number: 957663305
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Analyze quarterly positions in Wstrn Asst Core Bd I mutual fund with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold Wstrn Asst Core Bd I mutual fund this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
---|---|---|---|---|---|
Encompass Wealth Advisors | 141k | $1.5M | 1% | Sep 2024 |
|
Grey Fox Wealth Advisors | 15k | $18k | 100% | Sep 2024 |
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