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Wstrn Ast Clymr Infltn Lkd Opts & Inc shares owned by Beaird Harris Wealth Management

Quarter-by-quarter ownership of Wstrn Ast Clymr Infltn Lkd Opts & Inc (WIW) shares owned by Beaird Harris Wealth Management from 13F filings

Historical chart of Beaird Harris Wealth Management investment in Wstrn Ast Clymr Infltn Lkd Opts & Inc

Tip: Access up to 7 years of quarterly data

All positions including Wstrn Ast Clymr Infltn Lkd Opts & Inc held by Beaird Harris Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wstrn Ast Clymr Infltn Lkd Opts & Inc by Beaird Harris Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $511 60 8.52
2023-12-31 $3.1k 359 8.67
2023-09-30 $3.0k 359 8.23

More positions owned by Beaird Harris Wealth Management

Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Core Fixed Incom (DFCF)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
American Centy Etf Tr Avantis Us Larg (AVLC)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
American Centy Etf Tr Intl Smcp Vlu (AVDV)

View all positions for Beaird Harris Wealth Management

Top funds holding Wstrn Ast Clymr Infltn Lkd Opts & Inc

Rivernorth Capital Management
Wells Fargo & Company
1607 Capital Partners
Allspring Global Investments Holdings
Invesco
PenderFund Capital Management
Guggenheim Capital, LLC Managers
Private Advisor
LPL Financial
Baird Financial
HighTower Advisors
Capstone Investment Advisors
Prevail Innovative Wealth Advisors
Wakefield Asset Management L
First Trust Advisors

View all funds holding Wstrn Ast Clymr Infltn Lkd Opts & Inc