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Western Asset Diversified In shares owned by Keel Point

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

Historical chart of Keel Point investment in Western Asset Diversified In

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

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Quarterly reported holdings in Western Asset Diversified In by Keel Point

Quarter filed Position value Share count Share price at filing
2024-06-30 $231k 15k 15.17

More positions owned by Keel Point

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Netflix (NFLX)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Rus 1000 Etf (IWB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Msci Eafe Etf (EFA)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Rus 1000 Grw Etf (IWF)
Amazon (AMZN)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Msci Emg Mkt Etf (EEM)

View all positions for Keel Point

Top funds holding Western Asset Diversified In

Morgan Stanley
Penserra Capital Management
Wells Fargo & Company
Bank of America Corporation
Cohen & Steers Capital Management
Advisors Asset Management
Stifel Financial
Hennion & Walsh Asset Management
Invesco
Royal Bank of Canada
Commonwealth Equity Services
LPL Financial
Consolidated Portfolio Review Corp
Guggenheim Capital, LLC Managers
First Trust Advisors

View all funds holding Western Asset Diversified In