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

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

Historical chart of BlackDiamond 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 BlackDiamond 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 BlackDiamond Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $290k 34k 8.52
2024-03-31 $292k 34k 8.63
2023-12-31 $286k 34k 8.54

More positions owned by BlackDiamond Wealth Management

Wisdomtree Tr Floatng Rat Trea (USFR)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core S&p Ttl Stk (ITOT)
Microsoft Corporation (MSFT)
Apple (AAPL)
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Pacer Fds Tr Metaurus Cap 400 (QDPL)
Capital Grp Fixed Incm Etf T Short Duration (CGSD)
Simplify Exchange Traded Fun Enhanced Inm Etf (HIGH)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Ishares Tr Eafe Grwth Etf (EFG)
Costco Wholesale Corporation (COST)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Strategic Trust Running Gwth Etf (RUNN)

View all positions for BlackDiamond Wealth Management

Top funds holding Wstrn Ast Clymr Infltn Lkd Opts & Inc

Morgan Stanley
Allspring Global Investments Holdings
Rivernorth Capital Management
1607 Capital Partners
Invesco
Bank of America Corporation
Landscape Capital Management
Private Advisor
HighTower Advisors
Guggenheim Capital, LLC Managers
Stifel Financial
Wakefield Asset Management L
Fiera Capital Corporation
Deschutes Portfolio Strategy
Grace & White

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