LFG
EHI

Larson Financial Group’s Western Asset Global High Income Fund EHI Stock Holding History

Larson Financial Group’s Portfolio EHI Stock Details EHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$9.88K Hold
1,674
– – ﹤0.01% 2261
2025
Q4 		$10.7K Sell
1,674
-626
-27% -$3.99K ﹤0.01% 2084
2025
Q3 		$15.2K Hold
2,300
– – ﹤0.01% 1794
2025
Q2 		$15K Hold
2,300
– – ﹤0.01% 1624
2025
Q1 		$15.2K Hold
2,300
– – ﹤0.01% 1463
2024
Q4 		$15.4K Hold
2,300
– – ﹤0.01% 1321
2024
Q3 		$16K Hold
2,300
– – ﹤0.01% 1296
2024
Q2 		$16.2K Hold
2,300
– – ﹤0.01% 1118
2024
Q1 		$16.1K Hold
2,300
– – ﹤0.01% 933
2023
Q4 		$16.6K Hold
2,300
– – ﹤0.01% 899
2023
Q3 		$15.3K Hold
2,300
– – ﹤0.01% 887
2023
Q2 		$16.8K Hold
2,300
– – ﹤0.01% 790
2023
Q1 		$16K Hold
2,300
– – ﹤0.01% 802
2022
Q4 		$15.6K Hold
2,300
– – ﹤0.01% 750
2022
Q3 		$15K Buy
+2,300
New +$16.8K ﹤0.01% 692

Other funds holding EHI

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $287M AUM 1.83% 1-Year Est. Return
GA
GraniteShares Advisors New York $139M AUM 0.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return