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Western Asset Core CL I
CUSIP: 957663305 | 11 institutional holders
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Institutional Holders — Q3 2024
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Shares — high to low
Value — high to low
% Portfolio — high to low
Institution — A to Z
Encompass Wealth Advisors, LLC
141,365
0.4% of portfolio
›
$1.5M
Grey Fox Wealth Advisors, LLC
14,512
0.0% of portfolio
›
$17.9K
Institution
Shares ↓
Value
% Port.
Style
Turnover
Location
Filed
Encompass Wealth Advisors, LLC
141,365
$1.5M
0.4%
ETF
Very Low
Portland, OR
2024-11-05
Grey Fox Wealth Advisors, LLC
14,512
$17.9K
0.0%
ETF
Low
Rockland, DE
2024-10-22