Wstrn Asst S/D Muni Inc. Class ISMDYX

13F holders, Q1 2024 (March 31)
1holders
$4.98avg. 13F price*

At the end of Q1 2024, 1 institutions reported holding Wstrn Asst S/D Muni Inc. Class I (SMDYX) in their 13F filings. The largest holder was Encompass Wealth Advisors, LLC ($243K).

Company
Wstrn Asst S/D Muni Inc. Class I
Filed as
Western Asset Short Duration Muni Inc I (Q1 2024)
CUSIP
52469F176
Latest filing quarter
Q3 2024

History

Number of 13F holders

01 Q1 2024: 1Q1 2024Q2 2024: 1Q2 2024Q3 2024: 1Q3 2024

Total Exit/New Position Q1 2024

No earlier quarter to compare with.

Ownership 1 holders

Encompass Wealth Advisors, LLC 0.06% Reduce -29.1% 48,796 $243K

"% of holder's portfolio" is SMDYX's weight in each manager's 13F, not the share of Wstrn Asst S/D Muni Inc. Class I the manager owns.