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icono de PDO

PIMCO Dynamic Income Opportunities Fund
PDO

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Geneos Wealth Management
126
Geneos Wealth Management
Colorado
USD 19 k – – –
Arax Advisory Partners
127
Arax Advisory Partners
Colorado
USD 18.5 k +USD 11.8 k +901 +180%
Caldwell Sutter Capital
128
Caldwell Sutter Capital
California
USD 18.2 k +USD 13.7 k +1,045 +317%
Aspect Partners
129
Aspect Partners
Virginia
USD 17.3 k +USD 498 +38 +3%
SHP Wealth Management
130
SHP Wealth Management
Massachusetts
USD 11.4 k +USD 223 +17 +2%
IFG Advisory
131
IFG Advisory
Georgia
USD 10.3 k +USD 10.2 k +778 Nuevas
Osbon Capital Management
132
Osbon Capital Management
Massachusetts
USD 8.38 k -USD 38.9 k -2,970 -82%
BPI
133
BFC Planning, Inc.
Iowa
USD 7.37 k -USD 525 k -40,015 -99%
Harbour Investments
134
Harbour Investments
Wisconsin
USD 7.26 k -USD 12.9 k -984 -64%
Toth Financial Advisory
135
Toth Financial Advisory
Virginia
USD 5.29 k – – –
Wolff Wiese Magana
136
Wolff Wiese Magana
California
USD 3.44 k +USD 2.36 k +180 +225%
Highline Wealth Partners
137
Highline Wealth Partners
California
USD 2.64 k – – –
Valley National Advisers
138
Valley National Advisers
Pennsylvania
USD 992 +USD 983 +75 Nuevas
SOA Wealth Advisors
139
SOA Wealth Advisors
New York
USD 821 -USD 643 -49 -6%
Rivernorth Capital Management
140
Rivernorth Capital Management
Florida
– -USD 1.24 M -95,649 Cerradas
Navis Wealth Advisors
141
Navis Wealth Advisors
New York
– -USD 1.17 M -90,524 Cerradas
Sit Investment Associates
142
Sit Investment Associates
Minnesota
– -USD 782 k -60,514 Cerradas
First Trust Advisors
143
First Trust Advisors
Illinois
– -USD 585 k -45,224 Cerradas
Logan Stone Capital
144
Logan Stone Capital
Illinois
– -USD 570 k -44,056 Cerradas
Shay Capital
145
Shay Capital
New York
– -USD 358 k -27,720 Cerradas
West Michigan Advisors
146
West Michigan Advisors
Michigan
– -USD 326 k -25,000 Cerradas
Private Wealth Asset Management
147
Private Wealth Asset Management
Iowa
– -USD 265 k -20,484 Cerradas
IHT Wealth Management
148
IHT Wealth Management
Illinois
– -USD 207 k -15,982 Cerradas
Tennessee Valley Asset Management Partners
149
Tennessee Valley Asset Management Partners
Tennessee
– -USD 204 k -15,778 Cerradas
Carnegie Investment Counsel
150
Carnegie Investment Counsel
Ohio
– -USD 194 k -15,000 Cerradas
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