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Western Asset Diversified In shares owned by Pinnacle Wealth Planning Services

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

Historical chart of Pinnacle Wealth Planning Services investment in Western Asset Diversified In

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

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Quarterly reported holdings in Western Asset Diversified In by Pinnacle Wealth Planning Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $77k 5.6k 13.81

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View all positions for Pinnacle Wealth Planning Services

Top funds holding Western Asset Diversified In

Penserra Capital Management
Wells Fargo & Company
Hennion & Walsh Asset Management
Advisors Asset Management
Cohen & Steers Capital Management
Polar Securities
Wiley Bros.-aintree Capital
Royal Bank of Canada
Stifel Financial
Readystate Asset Management
Guggenheim Capital, LLC Managers
Sit Investment Associates
Jpmorgan Chase & Co
LPL Financial
First Trust Advisors

View all funds holding Western Asset Diversified In