Journey Strategic Wealth LLC Western Asset Diversified Income Fund Transaction History

Journey Strategic Wealth LLC

  • $3.03 Billion
  • Q2 2025

A detailed history of Journey Strategic Wealth LLC transactions in Western Asset Diversified Income Fund stock. As of the latest transaction made, Journey Strategic Wealth LLC holds 22,000 shares of WDI stock, worth $331,100. This represents 0.01% of its overall portfolio holdings.

Number of Shares
22,000
Previous 49,971 55.97%
Holding current value
$331,100
Previous $722,000 54.85%
% of portfolio
0.01%
Previous 0.03%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 12, 2025
SELL
$12.85 - $14.92 $359,427 - $417,327
-27,971 Reduced 55.97%
22,000 $326,000
Q1 2025

May 06, 2025
BUY
$14.4 - $15.26 $106,560 - $112,924
7,400 Added 17.38%
49,971 $722,000
Q4 2024

Jan 24, 2025
BUY
$14.2 - $15.71 $388,370 - $429,668
27,350 Added 179.69%
42,571 $604,000
Q3 2024

Nov 12, 2024
SELL
$14.48 - $15.76 $43,440 - $47,280
-3,000 Reduced 16.46%
15,221 $238,000
Q2 2024

Aug 14, 2024
BUY
$13.82 - $14.82 $251,814 - $270,035
18,221 New
18,221 $262,000

Others Institutions Holding WDI

# of Institutions
73
Shares Held
12M
Call Options Held
0
Put Options Held
0
View Full List

About Western Asset Diversified Income Fund

WDI Quotes by TradingView
  • Ticker WDI
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about WDI
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