PIWA
WDI

Prevail Innovative Wealth Advisors’s Western Asset Diversified Income Fund WDI Stock Holding History

Prevail Innovative Wealth Advisors’s Portfolio WDI Stock Details WDI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.63M Buy
109,686
+12,478
+13% +$185K 0.37% 92
2025
Q1 		$1.4M Buy
97,208
+11,822
+14% +$171K 0.37% 91
2024
Q4 		$1.22M Buy
+85,386
New +$1.22M 0.35% 83