Kingswood Wealth Advisors, LLC Western Asset Inflation Linked Opportunities & Income Fund Transaction History
Kingswood Wealth Advisors, LLC
- $867 Billion
- Q1 2024
A detailed history of Kingswood Wealth Advisors, LLC transactions in Western Asset Inflation Linked Opportunities & Income Fund stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 31,879 shares of WIW stock, worth $273,840. This represents 0.03% of its overall portfolio holdings.
Number of Shares
31,879
Previous 43,377
26.51%
Holding current value
$273,840
Previous $376 Million
26.85%
% of portfolio
0.03%
Previous 0.04%
Shares
3 transactions
Others Institutions Holding WIW
# of Institutions
97Shares Held
25.4MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY7.04MShares$60.5 Million0.0% of portfolio
-
Allspring Global Investments Holdings, LLC2.41MShares$20.7 Million0.03% of portfolio
-
Rivernorth Capital Management, LLC West Palm Beach, FL1.98MShares$17 Million0.89% of portfolio
-
Penserra Capital Management LLC Orinda, CA1.39MShares$12 Million0.15% of portfolio
-
Beach Point Capital Management LP Santa Monica, CA1.31MShares$11.3 Million5.96% 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...