Oak Harbor Wealth Partners, LLC Western Asset Investment Grade Defined Opportunity Trust Inc. Transaction History
Oak Harbor Wealth Partners, LLC
- $317 Million
- Q2 2024
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 16,900 shares of IGI stock, worth $285,441. This represents 0.09% of its overall portfolio holdings.
Number of Shares
16,900
Previous 16,155
4.61%
Holding current value
$285,441
Previous $279,000
3.23%
% of portfolio
0.09%
Previous 0.09%
Shares
8 transactions
Others Institutions Holding IGI
# of Institutions
39Shares Held
4.35MCall Options Held
0Put Options Held
0-
Sit Investment Associates Inc Minneapolis, MN796KShares$13.4 Million0.31% of portfolio
-
Karpus Management, Inc. Pittsford, NY607KShares$10.3 Million0.32% of portfolio
-
1607 Capital Partners, LLC Richmond, VA571KShares$9.64 Million0.87% of portfolio
-
Allspring Global Investments Holdings, LLC559KShares$9.44 Million0.02% of portfolio
-
Ubs Group Ag452KShares$7.63 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...