COFG Advisors »

Western Asset Diversified In shares owned by COFG Advisors

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

Historical chart of COFG Advisors investment in Western Asset Diversified In

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Western Asset Diversified In by COFG Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $432k 31k 13.81

More positions owned by COFG Advisors

Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Innovator Etfs Trust Nasdaq 100 Mana (QFLR)
Apple (AAPL)
Innovator Etfs Trust Us Eqty Bufr Jan (BJAN)
Innovator Etfs Trust Us Eqty Bufr Jul (BJUL)
Innovator Etfs Trust Us Eqty Buf Oct (BOCT)
Innovator Etfs Trust Us Eqt Bufr Apr (BAPR)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Amazon (AMZN)

View all positions for COFG Advisors

Top funds holding Western Asset Diversified In

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
Prevail Innovative Wealth Advisors

View all funds holding Western Asset Diversified In