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Western Asset Diversified In shares owned by Goss Wealth Management

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

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

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All positions including Western Asset Diversified In held by Goss 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 Goss Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $358k 24k 14.71
2021-09-30 $407k 21k 19.20

More positions owned by Goss Wealth Management

Apple Common Stock (AAPL)
Nvidia Corp Common Stock (NVDA)
Microsoft Corp Common Stock (MSFT)
Ishares Core MF Closed and MF Open (IVV)
SPDR S&P MF Closed and MF Open (SPY)
Vanguard S&p MF Closed and MF Open (VOO)
Broadcom Common Stock (AVGO)
Amazon Common Stock (AMZN)
Jpmorgan Chase Common Stock (JPM)
Ishares U S MF Closed and MF Open (DYNF)
Ishares Msci MF Closed and MF Open (QUAL)
Ishares S&p MF Closed and MF Open (IVW)
Vanguard Value MF Closed and MF Open (VTV)
Vanguard Growth MF Closed and MF Open (VUG)
Meta Platforms Common Stock (META)

View all positions for Goss 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