Wealth Plan Partners, LLC Western Asset Inflation Linked Opportunities & Income Fund Transaction History

Wealth Plan Partners, LLC

$931 Billion
Q2 2024

Shares

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 07, 2024	BUY	$8.43 - $8.79 $21,032 - $21,931	2,495 Added 1.21%	208,145 $1.8 Billion
Q4 2023 Jan 05, 2024	BUY	$8.07 - $8.82 $1.66 Million - $1.81 Million	205,650 New	205,650 $1.78 Billion
Q4 2018 Feb 20, 2019	SELL	$10.05 - $10.86 $355,016 - $383,629	-35,325 Closed	0 $0
Q3 2018 Nov 21, 2018	SELL	$10.84 - $11.16 $73,235 - $75,396	-6,756 Reduced 16.05%	35,325 $364,000
Q2 2018 Aug 16, 2018	SELL	$10.94 - $11.44 $68,375 - $71,500	-6,250 Reduced 12.93%	42,081 $469,000
Q1 2018 May 16, 2018	BUY	$11.16 - $11.7 $539,373 - $565,472	48,331 New	48,331 $547,000

Others Institutions Holding WIW

# of Institutions

99

Shares Held

25.9M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

7.4M
Shares

$65.5 Million
0.0% of portfolio
Allspring Global Investments Holdings, LLC

3.05M
Shares

$27 Million
0.04% of portfolio
Rivernorth Capital Management, LLC West Palm Beach, FL

2.09M
Shares

$18.5 Million
0.92% of portfolio
Penserra Capital Management LLC Orinda, CA

1.43M
Shares

$12.6 Million
0.15% of portfolio
Beach Point Capital Management LP Santa Monica, CA

1.28M
Shares

$11.4 Million
6.01% 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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