Prevail Innovative Wealth Advisors, LLC Western Asset Diversified Income Fund Transaction History
Prevail Innovative Wealth Advisors, LLC
- $446 Billion
- Q2 2025
A detailed history of Prevail Innovative Wealth Advisors, LLC transactions in Western Asset Diversified Income Fund stock. As of the latest transaction made, Prevail Innovative Wealth Advisors, LLC holds 109,686 shares of WDI stock, worth $1.65 Million. This represents 0.37% of its overall portfolio holdings.
Number of Shares
109,686
Previous 97,208
12.84%
Holding current value
$1.65 Million
Previous $1.4 Billion
15.88%
% of portfolio
0.37%
Previous 0.37%
Shares
3 transactions
Others Institutions Holding WDI
# of Institutions
73Shares Held
12MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY4.86MShares$73.1 Million0.0% of portfolio
-
Penserra Capital Management LLC Orinda, CA1.25MShares$18.9 Million0.26% of portfolio
-
Wells Fargo & Company San Francisco, CA1.05MShares$15.8 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC438KShares$6.6 Million0.0% of portfolio
-
Hennion & Walsh Asset Management, Inc.436KShares$6.57 Million0.28% of portfolio
About Western Asset Diversified Income Fund
- Ticker WDI
- Exchange NYSE
- Sector ETFs
- Industry ETFs