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Western Asset Diversified In shares owned by Centurion Wealth Management

Quarter-by-quarter ownership of Western Asset Diversified In (WDI) shares owned by Centurion Wealth Management from 13F filings

Historical chart of Centurion Wealth Management investment in Western Asset Diversified In

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

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Quarterly reported holdings in Western Asset Diversified In by Centurion Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $317k 22k 14.71
2025-06-30 $320k 22k 14.84
2025-03-31 $314k 22k 14.25
2024-12-31 $314k 22k 14.25
2024-09-30 $312k 20k 15.68

More positions owned by Centurion Wealth Management

Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Apple (AAPL)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
NVIDIA Corporation (NVDA)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Microsoft Corporation (MSFT)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr Core Total Usd (IUSB)
Pimco Etf Tr 25yr+ Zero U S (ZROZ)
Ishares Tr S&p 500 Grwt Etf (IVW)
Global X Fds Artificial Etf (AIQ)

View all positions for Centurion Wealth Management

Top funds holding Western Asset Diversified In

Morgan Stanley
Penserra Capital Management
Wells Fargo & Company
Hennion & Walsh Asset Management
Advisors Asset Management
Cohen & Steers Capital Management
Commonwealth Equity Services
Polar Securities
Royal Bank of Canada
Stifel Financial
LPL Financial
Guggenheim Capital, LLC Managers
Jpmorgan Chase & Co
Invesco
First Trust Advisors

View all funds holding Western Asset Diversified In