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icono de PDO

PIMCO Dynamic Income Opportunities Fund
PDO

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Boreal Capital Management
51
Boreal Capital Management
Florida
USD 661 k – – –
Samalin Investment Counsel
52
Samalin Investment Counsel
New York
USD 655 k -USD 210 k -16,048 -24%
HBK Sorce Advisory
53
HBK Sorce Advisory
Pennsylvania
USD 650 k – – –
McDonald Partners
54
McDonald Partners
Ohio
USD 608 k – – –
Meadowbrook Wealth Management
55
Meadowbrook Wealth Management
New York
USD 574 k +USD 567 k +43,270 Nuevas
Stifel Financial
56
Stifel Financial
Missouri
USD 570 k -USD 9.6 k -734 -2%
Maridea Wealth Management
57
Maridea Wealth Management
New York
USD 549 k +USD 53.7 k +4,098 +11%
Rockefeller Capital Management
58
Rockefeller Capital Management
New York
USD 470 k -USD 2.64 k -201 -0.6%
CreativeOne Wealth
59
CreativeOne Wealth
Kansas
USD 469 k -USD 1.7 k -130 -0.4%
Fifth Third Bancorp
60
Fifth Third Bancorp
Ohio
USD 460 k +USD 144 k +10,995 +46%
Two Sigma Securities
61
Two Sigma Securities
New York
USD 422 k +USD 419 k +31,957 Nuevas
Central Trust Company
62
Central Trust Company
Missouri
USD 416 k – – –
Stratos Wealth Partners
63
Stratos Wealth Partners
Ohio
USD 415 k -USD 1.77 k -135 -0.4%
Fund Advisors of America Inc
64
Fund Advisors of America Inc
Florida
USD 406 k +USD 6.36 k +485 +2%
PFG Investments
65
PFG Investments
New York
USD 394 k -USD 4.64 k -354 -1%
Davenport & Co
66
Davenport & Co
Virginia
USD 370 k -USD 4.75 k -362 -1%
MorganRosel Wealth Management
67
MorganRosel Wealth Management
Colorado
USD 363 k +USD 360 k +27,442 Nuevas
CA
68
Crumly & Associates
Illinois
USD 357 k +USD 26.2 k +2,000 +8%
Brookwood Investment Group
69
Brookwood Investment Group
Arizona
USD 356 k +USD 60 k +4,576 +20%
Jaffetilchin Investment Partners
70
Jaffetilchin Investment Partners
Florida
USD 353 k +USD 350 k +26,679 Nuevas
Accredited Investors
71
Accredited Investors
Minnesota
USD 330 k +USD 328 k +25,000 Nuevas
First Foundation Advisors
72
First Foundation Advisors
California
USD 330 k – – –
D.A. Davidson & Co
73
D.A. Davidson & Co
Montana
USD 304 k +USD 2.81 k +214 +0.9%
Integrity Advisory Solutions
74
Integrity Advisory Solutions
Texas
USD 283 k +USD 281 k +21,430 Nuevas
AE Wealth Management
75
AE Wealth Management
Kansas
USD 280 k +USD 74 k +5,646 +36%
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