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icono de PDI

PIMCO Dynamic Income Fund
PDI

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Apollon Wealth Management
201
Apollon Wealth Management
South Carolina
USD 413 k +USD 14.1 k +830 +3%
First Foundation Advisors
202
First Foundation Advisors
California
USD 407 k +USD 8.33 k +490 +2%
Corient Private Wealth
203
Corient Private Wealth
Florida
USD 406 k -USD 130 k -7,620 -24%
Novem Group
204
Novem Group
New York
USD 402 k -USD 23.6 k -1,389 -5%
Concurrent Investment Advisors
205
Concurrent Investment Advisors
Florida
USD 392 k +USD 88.3 k +5,194 +28%
Venture Visionary Partners
206
Venture Visionary Partners
Ohio
USD 391 k +USD 1.38 k +81 +0.3%
Clear Creek Financial Management
207
Clear Creek Financial Management
Washington
USD 389 k +USD 5.32 k +313 +1%
Thomasville National Bank
208
Thomasville National Bank
Georgia
USD 388 k +USD 395 k +23,250 Nuevas
FFWM
209
Future Financial Wealth Management
Ohio
USD 386 k -USD 68.8 k -4,046 -14%
Aviance Capital Partners
210
Aviance Capital Partners
Florida
USD 383 k +USD 1.58 k +93 +0.4%
AC
211
Attessa Capital
Arizona
USD 381 k +USD 204 k +12,005 +111%
Two Sigma Securities
212
Two Sigma Securities
New York
USD 379 k -USD 36.8 k -2,163 -9%
Nicholas Hoffman & Company
213
Nicholas Hoffman & Company
Georgia
USD 377 k – – –
Koshinski Asset Management
214
Koshinski Asset Management
Illinois
USD 370 k -USD 6.95 k -409 -2%
MCFP
215
Mallini Complete Financial Planning
Florida
USD 370 k +USD 36.6 k +2,152 +11%
Goldman Sachs
216
Goldman Sachs
New York
USD 368 k -USD 182 k -10,697 -33%
DI
217
Disciplined Investments
Oklahoma
USD 351 k +USD 7.02 k +413 +2%
Allworth Financial
218
Allworth Financial
California
USD 351 k +USD 137 k +8,084 +62%
LC
219
Lavelle Capital
California
USD 350 k – – –
SCA
220
Sage Capital Advisors
South Dakota
USD 350 k -USD 24 k -1,413 -6%
Global Retirement Partners
221
Global Retirement Partners
California
USD 341 k +USD 347 k +20,413 Nuevas
AQR Capital Management
222
AQR Capital Management
Connecticut
USD 336 k +USD 33.5 k +1,971 +11%
SFMG Wealth Advisors
223
SFMG Wealth Advisors
Texas
USD 334 k – – –
Savvy Advisors Inc
224
Savvy Advisors Inc
New York
USD 331 k +USD 13.6 k +800 +4%
Quantinno Capital Management
225
Quantinno Capital Management
New York
USD 330 k +USD 336 k +19,754 Nuevas
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9
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