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Western Asset Diversified In shares owned by Brian McDonald

Quarter-by-quarter ownership of Western Asset Diversified In (WDI) shares owned by Brian McDonald from 13F filings

Historical chart of Brian McDonald investment in Western Asset Diversified In

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All positions including Western Asset Diversified In held by Brian McDonald consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Western Asset Diversified In by Brian McDonald

Quarter filed Position value Share count Share price at filing
2024-03-31 $338k 23k 14.45
2023-09-30 $339k 26k 13.24

More positions owned by Brian McDonald

Microsoft Corp Common (MSFT)
Apple Common (AAPL)
Lilly Eli & Co Common (LLY)
Ishares Tr Tr-s&p 500 Index Common (IVV)
Nvidia Corp Common (NVDA)
Amazon Common (AMZN)
Spdr S&p 500 Etf Trust Common (SPY)
Jpmorgan Chase & Co Common (JPM)
Home Depot Common (HD)
Alphabet Inc Cl A Common (GOOGL)
Facebook Common (META)
Ishares Tr Russell 1000 Growth Common (IWF)
Ishares Tr 1000 Etf Common (IWB)
Alphabet Inc Cl C Common (GOOG)
Visa Inc Cl A Common (V)

View all positions for Brian McDonald

Top funds holding Western Asset Diversified In

Morgan Stanley
Penserra Capital Management
Bank of America Corporation
Wells Fargo & Company
Pathstone Holdings
Franklin Resources
City of London Investment Management Company
1607 Capital Partners
Cohen & Steers Capital Management
Sit Investment Associates
Stifel Financial
Advisors Asset Management
Relative Value Partners
Royal Bank of Canada
LPL Financial

View all funds holding Western Asset Diversified In