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Western Asset Diversified In shares owned by Nelson, Van Denburg & Campbell Wealth Management

Quarter-by-quarter ownership of Western Asset Diversified In (WDI) shares owned by Nelson, Van Denburg & Campbell Wealth Management from 13F filings

Historical chart of Nelson, Van Denburg & Campbell Wealth Management investment in Western Asset Diversified In

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All positions including Western Asset Diversified In held by Nelson, Van Denburg & Campbell Wealth 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 Nelson, Van Denburg & Campbell Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $158k 11k 14.45

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Ishares Core Dividend Growth Etf Etf (DGRO)
Vanguard Growth Etf Etf (VUG)
Vanguard Index Fds Mid-cap Value Index Viper Shs Etf Etf (VOE)
Vanguard Mid Cap Growth Etf Etf (VOT)
Ishares S&p 500 Index Etf (IVV)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Jpmorgan Active Value Etf Etf (JAVA)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Apple Stock (AAPL)
Vanguard S&p 500 Etf Etf (VOO)
Jpmorgan Active Growth Etf Etf (JGRO)
Spdr Ser Tr Dj Wilshire Small Cap Value Etf Etf (SLYV)
Microsoft Stock (MSFT)
Schwab Us Large Cap Growth Etf Etf (SCHG)
Ishares Morningstar Mid-cap Growth Etf Etf (IMCG)

View all positions for Nelson, Van Denburg & Campbell Wealth 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