Bergan Kdv Wealth Management, LLC Western Asset Inflation Linked Opportunities & Income Fund Transaction History

Bergan Kdv Wealth Management, LLC

$999 Million
Q2 2023

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2019 Feb 10, 2020	SELL	$11.03 - $11.54 $20,041 - $20,968	-1,817 Closed	0 $0
Q3 2019 Nov 08, 2019	BUY	$11.04 - $11.3 $15,842 - $16,215	1,435 Added 375.65%	1,817 $20,000
Q2 2019 Aug 12, 2019	BUY	$10.7 - $11.19 $4,087 - $4,274	382 New	382 $4,000

Others Institutions Holding WIW

# of Institutions

102

Shares Held

25.5M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

7.35M
Shares

$62.8 Million
0.0% of portfolio
Rivernorth Capital Management, LLC West Palm Beach, FL

1.97M
Shares

$16.8 Million
1.15% of portfolio
1607 Capital Partners, LLC Richmond, VA

1.93M
Shares

$16.5 Million
1.37% of portfolio
Allspring Global Investments Holdings, LLC

1.92M
Shares

$16.4 Million
0.03% of portfolio
Wells Fargo & Company San Francisco, CA

1.47M
Shares

$12.5 Million
0.0% of portfolio

About WESTERN ASSET INFLATION-LINKED OPPORTUNITIES & INCOME FUND

Ticker WIW
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Western Asset/Claymore Inflation-Linked Opportunities & Income Fund is a closed-ended fixed income mutual fund launched and managed by Guggenheim Funds Investment Advisors, LLC. It is managed by Western Asset Management Company, Western Asset Management Company Limited, Western Asset Management Company Ltd., and Western Asset Management Comp...

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