Olistico Wealth, LLC
Position in IGI — Western Asset Investment Grade Opportunity Trust Inc.
CIK 1962695
TULSA, OK
Position in IGI
as of Mar 31, 2026
· filed Apr 9, 2026
Position Value
$17,023
-$7,199 QoQ
Shares Held
1,058
-27.9% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IGI Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Olistico Wealth, LLC holds $226,561 across 7 Asset Management names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETV |
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
|
4,400 | $65,472 | |
| 2 | BLK |
BlackRock, Inc.
|
66 | $63,462 | |
| 3 | NTRS |
Northern Trust Corp
|
300 | $52,152 | |
| 4 | HPS |
John Hancock Preferred Income Fund III
|
1,019 | $14,816 | |
| 5 | APO |
Apollo Global Management, Inc.
|
115 | $13,605 | |
| 6 | KYN |
Kayne Anderson Energy Infrastructure Fund, Inc.
|
620 | $8,574 | |
| 7 | STT |
State Street Corp
|
50 | $8,480 |
All Filings in IGI
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $17,023 | 1,058 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $24,222 | 1,468 | Shares | Sole | 2026-01-13 | |
| 2025-06-30 | $24,339 | 1,468 | Shares | Sole | 2025-07-22 | |
| No filing history on record for this holder in this stock. | ||||||