LNWWM
PHT

Laird Norton Wetherby Wealth Management’s Pioneer High Income Fund PHT Stock Holding History

Laird Norton Wetherby Wealth Management’s Portfolio PHT Stock Details PHT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-47,165
Closed -$382K – 962
2025
Q2 		$382K Buy
+47,165
New +$365K 0.02% 650
2024
Q4 		$174K Hold
22,449
– – 0.01% 853
2024
Q3 		$180K Hold
22,449
– – 0.01% 887
2024
Q2 		$169K Hold
22,449
– – 0.01% 875
2024
Q1 		$172K Buy
+22,449
New +$166K 0.01% 903

Other funds holding PHT

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return