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

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

Historical chart of Goss 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 Goss 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 Goss Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $16k 1.8k 8.63
2023-09-30 $14k 1.7k 8.23
2023-06-30 $15k 1.7k 8.86
2023-03-31 $15k 1.6k 9.15
2022-12-31 $15 1.6k 0.01

More positions owned by Goss Wealth Management

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
Vanguard Index Fds Value Etf (VTV)
Broadcom (AVGO)
Vanguard Index Fds Growth Etf (VUG)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
JPMorgan Chase & Co. (JPM)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Visa Com Cl A (V)

View all positions for Goss Wealth Management

Top funds holding Wstrn Ast Clymr Infltn Lkd Opts & Inc

Morgan Stanley
Allspring Global Investments Holdings
Rivernorth Capital Management
Penserra Capital Management
Beach Point Capital Management
1607 Capital Partners
Bank of America Corporation
Sit Investment Associates
HighTower Advisors
Baird Financial
PenderFund Capital Management
Stifel Financial
Janney Montgomery Scott
Landscape Capital Management
LPL Financial

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