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Western Asset Diversified In shares owned by Envestnet Asset Management

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

Historical chart of Envestnet Asset Management investment in Western Asset Diversified In

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Western Asset Diversified In by Envestnet Asset Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $518k 36k 14.45
2022-06-30 $598k 43k 13.87
2022-03-31 $991k 61k 16.21
2021-12-31 $634k 35k 18.30

More positions owned by Envestnet Asset Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Microsoft Corporation (MSFT)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for Envestnet Asset Management

Top funds holding Western Asset Diversified In

Morgan Stanley
Penserra Capital Management
Bank of America Corporation
Wells Fargo & Company
Pathstone Holdings
Franklin Resources
City of London Investment Management Company
1607 Capital Partners
Cohen & Steers Capital Management
Sit Investment Associates
Stifel Financial
Relative Value Partners
Royal Bank of Canada
LPL Financial
Hennion & Walsh Asset Management

View all funds holding Western Asset Diversified In