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icono de PDO

PIMCO Dynamic Income Opportunities Fund
PDO

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Wealth Enhancement Advisory Services
26
Wealth Enhancement Advisory Services
Minnesota
USD 2.39 M +USD 1.91 M +145,963 +435%
Belpointe Asset Management
27
Belpointe Asset Management
Nevada
USD 2.17 M +USD 741 k +56,545 +53%
Estate Planners Group
28
Estate Planners Group
Pennsylvania
USD 2 M -USD 184 -14 -0%
Independent Financial Group
29
Independent Financial Group
California
USD 1.66 M +USD 19.8 k +1,511 +1%
Sanctuary Advisors
30
Sanctuary Advisors
Indiana
USD 1.46 M +USD 1.3 M +99,468 +904%
Wedbush Securities
31
Wedbush Securities
California
USD 1.46 M +USD 145 k +11,043 +11%
Concurrent Investment Advisors
32
Concurrent Investment Advisors
Florida
USD 1.32 M +USD 22.9 k +1,750 +2%
NewEdge Advisors
33
NewEdge Advisors
Louisiana
USD 1.28 M -USD 1.03 M -78,702 -45%
Triumph Capital Management
34
Triumph Capital Management
Colorado
USD 1.28 M +USD 93.3 k +7,118 +8%
Kestra Advisory Services
35
Kestra Advisory Services
Texas
USD 1.26 M +USD 679 k +51,784 +120%
Palogic Value Management
36
Palogic Value Management
Texas
USD 1.23 M +USD 39.3 k +3,000 +3%
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
USD 1.14 M +USD 514 k +39,162 +83%
Shaker Financial Services
38
Shaker Financial Services
Virginia
USD 1.14 M -USD 568 k -43,354 -34%
Anchor Capital Management Group
39
Anchor Capital Management Group
California
USD 1.12 M -USD 656 k -50,000 -37%
Americana Partners
40
Americana Partners
Texas
USD 1.05 M – – –
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
USD 1.03 M +USD 115 k +8,791 +13%
&Partners
42
&Partners
Tennessee
USD 996 k -USD 778 k -59,300 -45%
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
USD 983 k +USD 142 k +10,806 +17%
XTX Topco
44
XTX Topco
Cayman Islands
USD 915 k +USD 118 k +8,972 +15%
Thomas J. Herzfeld Advisors
45
Thomas J. Herzfeld Advisors
Florida
USD 882 k – – –
Goldstone Financial Group
46
Goldstone Financial Group
Illinois
USD 829 k -USD 24.5 k -1,868 -3%
Jane Street
47
Jane Street
New York
USD 777 k -USD 1.53 M -116,686 -67%
RFG Advisory
48
RFG Advisory
Alabama
USD 698 k +USD 10 k +760 +1%
Bramshill Investments
49
Bramshill Investments
Florida
USD 697 k +USD 7.57 k +577 +1%
AlphaCore Capital
50
AlphaCore Capital
California
USD 679 k +USD 13.2 k +1,006 +2%
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