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Western Asset Diversified In shares owned by Pathstone Holdings

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

Historical chart of Pathstone Holdings investment in Western Asset Diversified In

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

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Quarterly reported holdings in Western Asset Diversified In by Pathstone Holdings

Quarter filed Position value Share count Share price at filing
2023-12-31 $9.0M 639k 14.10

More positions owned by Pathstone Holdings

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Crowdstrike Hldgs Cl A (CRWD)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Rus 1000 Etf (IWB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Large Cap Etf (VV)
Coca-Cola Company (KO)
Amazon (AMZN)
Ishares Tr Russell 2000 Etf (IWM)

View all positions for Pathstone Holdings

Top funds holding Western Asset Diversified In

Penserra Capital Management
Bank of America Corporation
Wells Fargo & Company
Pathstone Holdings
City of London Investment Management Company
Franklin Resources
Stifel Financial
Relative Value Partners
Royal Bank of Canada
Hennion & Walsh Asset Management
PFG Investments
UBS Group
Consolidated Portfolio Review Corp
Jpmorgan Chase & Co
Advisors Asset Management

View all funds holding Western Asset Diversified In