Prevail Innovative Wealth Advisors, LLC Western Asset Diversified Income Fund Transaction History

Prevail Innovative Wealth Advisors, LLC

  • $515 Billion
  • Q3 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 133,668 shares of WDI stock, worth $1.92 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares
133,668
Previous 109,686 21.86%
Holding current value
$1.92 Million
Previous $1.63 Billion 20.8%
% of portfolio
0.38%
Previous 0.37%

Shares

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

Nov 13, 2025
BUY
$14.7 - $15.25 $352,535 - $365,725
23,982 Added 21.86%
133,668 $1.97 Billion
Q2 2025

Aug 14, 2025
BUY
$12.85 - $14.92 $160,342 - $186,171
12,478 Added 12.84%
109,686 $1.63 Billion
Q1 2025

May 02, 2025
BUY
$14.4 - $15.26 $170,236 - $180,403
11,822 Added 13.85%
97,208 $1.4 Billion
Q4 2024

Feb 12, 2025
BUY
$14.2 - $15.71 $1.21 Million - $1.34 Million
85,386 New
85,386 $1.22 Billion

Others Institutions Holding WDI

# of Institutions
70
Shares Held
12M
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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