Oak Harbor Wealth Partners, LLC Western Asset Investment Grade Defined Opportunity Trust Inc. Transaction History
Oak Harbor Wealth Partners, LLC
- $343 Million
- Q1 2025
A detailed history of Oak Harbor Wealth Partners, LLC transactions in Western Asset Investment Grade Defined Opportunity Trust Inc. stock. As of the latest transaction made, Oak Harbor Wealth Partners, LLC holds 14,740 shares of IGI stock, worth $239,230. This represents 0.07% of its overall portfolio holdings.
Number of Shares
14,740
Previous 19,491
24.38%
Holding current value
$239,230
Previous $317,000
23.03%
% of portfolio
0.07%
Previous 0.09%
Shares
11 transactions
Others Institutions Holding IGI
# of Institutions
33Shares Held
1.52MCall Options Held
0Put Options Held
0-
Ubs Group Ag345KShares$5.61 Million0.0% of portfolio
-
Sit Investment Associates Inc Minneapolis, MN262KShares$4.26 Million0.1% of portfolio
-
1607 Capital Partners, LLC Richmond, VA137KShares$2.22 Million0.18% of portfolio
-
Morgan Stanley New York, NY125KShares$2.03 Million0.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL104KShares$1.68 Million0.0% of portfolio
About Western Asset Investment Grade Defined Opportunity Trust Inc.
- Ticker IGI
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management
- Description
- Western Asset Investment Grade Defined Opportunity Trust Inc. is a close-ended fixed income mutual fund launched and managed by Legg Mason Partners Fund Advisor, LLC. It is co-managed by Western Asset Management Company, Western Asset Management Company Pte. Ltd, Western Asset Management Company Ltd., and Western Asset Management Company Limited...