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PIMCO Dynamic Income Strategy Fund
PDX

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
KFP
76
Kerr Financial Planning
California
USD 92.3 k +USD 110 k +4,997 Nuevas
Halbert Hargrove Global Advisors
77
Halbert Hargrove Global Advisors
California
USD 84.5 k – – –
US Bancorp
78
US Bancorp
Minnesota
USD 71 k – – –
Kestra Advisory Services
79
Kestra Advisory Services
Texas
USD 59.7 k +USD 69.7 k +3,178 Nuevas
Vestor Capital
80
Vestor Capital
Illinois
USD 47 k -USD 47.1 k -2,146 -86%
NWMP
81
Noble Wealth Management PBC
Colorado
USD 38 k – – –
MAS
82
MPWM Advisory Solutions
Georgia
USD 36.9 k +USD 43.1 k +1,965 Nuevas
NewEdge Advisors
83
NewEdge Advisors
Louisiana
USD 33.2 k +USD 680 +31 +2%
CNBT
84
Cornerstone National Bank & Trust
Illinois
USD 28.2 k – – –
Plante Moran Financial Advisors
85
Plante Moran Financial Advisors
Michigan
USD 25 k +USD 29.2 k +1,330 Nuevas
Spire Wealth Management
86
Spire Wealth Management
Virginia
USD 16.4 k -USD 132 k -6,009 -87%
Blue Bell Private Wealth Management
87
Blue Bell Private Wealth Management
Pennsylvania
USD 12.4 k +USD 4.39 k +200 +44%
Northwestern Mutual Wealth Management
88
Northwestern Mutual Wealth Management
Wisconsin
USD 11.7 k – – –
Atlantic Union Bankshares
89
Atlantic Union Bankshares
Virginia
USD 11.3 k – – –
IFP Advisors
90
IFP Advisors
Florida
USD 9.9 k – – –
Strategic Wealth Partners
91
Strategic Wealth Partners
Ohio
USD 3.76 k – – –
HWP
92
Highline Wealth Partners
California
USD 2.82 k +USD 3.29 k +150 Nuevas
SHP Wealth Management
93
SHP Wealth Management
Massachusetts
USD 1.28 k +USD 1.49 k +68 Nuevas
QA
94
Quattro Advisors
Pennsylvania
USD 176 +USD 197 +9 Nuevas
Kovitz Investment Group Partners
95
Kovitz Investment Group Partners
Illinois
– -USD 4.06 M -162,910 Cerradas
Toronto Dominion Bank
96
Toronto Dominion Bank
Ontario, Canada
– -USD 2.63 M -105,323 Cerradas
Prevail Innovative Wealth Advisors
97
Prevail Innovative Wealth Advisors
Kansas
– -USD 395 k -15,828 Cerradas
TLA
98
Tanglewood Legacy Advisors
Texas
– -USD 335 k -13,449 Cerradas
Baird Financial Group
99
Baird Financial Group
Wisconsin
– -USD 319 k -12,800 Cerradas
Dymon Asia Capital (Singapore)
100
Dymon Asia Capital (Singapore)
Singapore
– -USD 294 k -11,804 Cerradas
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