Kingswood Wealth Advisors, LLC Western Asset Inflation Linked Opportunities & Income Fund Transaction History

Kingswood Wealth Advisors, LLC

$1.4 Trillion
Q3 2024

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 09, 2024	BUY	$8.35 - $8.66 $15,263 - $15,830	1,828 Added 5.73%	33,707 $287 Million
Q1 2024 Apr 15, 2024	SELL	$8.43 - $8.79 $96,928 - $101,067	-11,498 Reduced 26.51%	31,879 $275 Million
Q4 2023 Jan 16, 2024	BUY	$8.07 - $8.82 $148,181 - $161,952	18,362 Added 73.4%	43,377 $376 Million
Q3 2023 Oct 23, 2023	BUY	$8.23 - $9.05 $205,873 - $226,385	25,015 New	25,015 $206 Million

Others Institutions Holding WIW

# of Institutions

99

Shares Held

24.6M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

8.73M
Shares

$74.6 Million
0.01% of portfolio
Allspring Global Investments Holdings, LLC

2.57M
Shares

$22 Million
0.04% of portfolio
Rivernorth Capital Management, LLC West Palm Beach, FL

2.05M
Shares

$17.5 Million
1.0% of portfolio
1607 Capital Partners, LLC Richmond, VA

1.06M
Shares

$9.07 Million
0.86% of portfolio
Invesco Ltd. Atlanta, GA

981K
Shares

$8.38 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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