Prevail Innovative Wealth Advisors, LLC Western Asset Diversified Income Fund Transaction History
Prevail Innovative Wealth Advisors, LLC
- $375 Billion
- Q1 2025
A detailed history of Prevail Innovative Wealth Advisors, LLC transactions in Western Asset Diversified Income Fund stock. As of the latest transaction made, Prevail Innovative Wealth Advisors, LLC holds 97,208 shares of WDI stock, worth $1.46 Million. This represents 0.37% of its overall portfolio holdings.
Number of Shares
97,208
Previous 85,386
13.85%
Holding current value
$1.46 Million
Previous $1.22 Billion
15.44%
% of portfolio
0.37%
Previous 0.35%
Shares
2 transactions
Others Institutions Holding WDI
# of Institutions
74Shares Held
12.1MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY5.22MShares$78.5 Million0.01% of portfolio
-
Penserra Capital Management LLC Orinda, CA1.25MShares$18.8 Million0.26% of portfolio
-
Wells Fargo & Company San Francisco, CA1.02MShares$15.4 Million0.0% of portfolio
-
Hennion & Walsh Asset Management, Inc.436KShares$6.56 Million0.28% of portfolio
-
Bank Of America Corp Charlotte, NC426KShares$6.41 Million0.0% of portfolio
About Western Asset Diversified Income Fund
- Ticker WDI
- Exchange NYSE
- Sector ETFs
- Industry ETFs