Sea Crest Wealth Management, LLC Western Asset Diversified Income Fund Transaction History

Sea Crest Wealth Management, LLC

  • $882 Million
  • Q3 2025

A detailed history of Sea Crest Wealth Management, LLC transactions in Western Asset Diversified Income Fund stock. As of the latest transaction made, Sea Crest Wealth Management, LLC holds 16,593 shares of WDI stock, worth $238,109. This represents 0.03% of its overall portfolio holdings.

Number of Shares
16,593
Previous 15,423 7.59%
Holding current value
$238,109
Previous $228,000 7.02%
% of portfolio
0.03%
Previous 0.03%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 13, 2025
BUY
$14.7 - $15.25 $17,199 - $17,842
1,170 Added 7.59%
16,593 $244,000
Q2 2025

Jul 11, 2025
SELL
$12.85 - $14.92 $2,570 - $2,984
-200 Reduced 1.28%
15,423 $228,000
Q1 2025

Apr 11, 2025
SELL
$14.4 - $15.26 $9,504 - $10,071
-660 Reduced 4.05%
15,623 $225,000
Q4 2024

Jan 14, 2025
BUY
$14.2 - $15.71 $23,245 - $25,717
1,637 Added 11.18%
16,283 $231,000
Q3 2024

Oct 16, 2024
BUY
$14.48 - $15.76 $18,577 - $20,220
1,283 Added 9.6%
14,646 $229,000
Q2 2024

Jul 19, 2024
BUY
$13.82 - $14.82 $1,603 - $1,719
116 Added 0.88%
13,363 $192,000
Q1 2024

Apr 18, 2024
BUY
$14.01 - $14.69 $20,104 - $21,080
1,435 Added 12.15%
13,247 $191,000
Q4 2023

Jan 18, 2024
BUY
$12.24 - $14.17 $7,086 - $8,204
579 Added 5.15%
11,812 $166,000
Q3 2023

Oct 12, 2023
BUY
$13.11 - $13.97 $2,608 - $2,780
199 Added 1.8%
11,233 $148,000
Q2 2023

Jul 14, 2023
BUY
$12.85 - $13.66 $8,570 - $9,111
667 Added 6.43%
11,034 $148,000
Q1 2023

May 11, 2023
BUY
$12.86 - $14.41 $133,319 - $149,388
10,367 New
10,367 $137,000

Others Institutions Holding WDI

# of Institutions
69
Shares Held
11.9M
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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