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Western Asset Diversified In shares owned by Integrated Wealth Concepts

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

Historical chart of Integrated Wealth Concepts investment in Western Asset Diversified In

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

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Quarterly reported holdings in Western Asset Diversified In by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2025-09-30 $639k 43k 14.71
2025-06-30 $589k 40k 14.84
2025-03-31 $531k 37k 14.45

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Bny Mellon MF Closed and MF Open (BKLC)
Aptus Collared MF Closed and MF Open (ACIO)
Apple Common Stock (AAPL)
Nvidia Corp Common Stock (NVDA)
Ishares Core MF Closed and MF Open (IVV)
Aptus Defined MF Closed and MF Open (DRSK)
Ishares Msci MF Closed and MF Open (QUAL)
Microsoft Corp Common Stock (MSFT)
SPDR S&P MF Closed and MF Open (SPY)
Jpmorgan Betabuilders MF Closed and MF Open (BBIN)
Dimensional Us MF Closed and MF Open (DFAC)
Goldman Sachs MF Closed and MF Open (GSEW)
Invesco Qqq MF Closed and MF Open (QQQ)
Amazon Common Stock (AMZN)
Spdr Portfolio MF Closed and MF Open (SPYG)

View all positions for Integrated Wealth Concepts

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