INVESTMENT ADVISORY SERVICES INC /TX /ADV
Position in WIW — Western Asset Inflation-Linked Opportunities & Income Fund
CIK 925953
THE WOODLANDS, TX
Position in WIW
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$101,640
New position
Shares Held
12,100
first reported quarter
Ownership
0.020%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#71
of 100 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Asset Management
Financial Services · as of Jun 30, 2026INVESTMENT ADVISORY SERVICES INC /TX /ADV holds $3,005,551 across 2 Asset Management names. WIW ranks #2 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
3,020 | $2,903,911 | |
| 2 | WIW |
Western Asset Inflation-Linked Opportunities & Income Fund
This page
|
12,100 | $101,640 |
All Filings in WIW
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $101,640 | 12,100 | Shares | Sole | 2026-07-14 | |
| No filing history on record for this holder in this stock. | ||||||