AWM
PDO

AllSquare Wealth Management’s PIMCO Dynamic Income Opportunities Fund PDO Stock Holding History

AllSquare Wealth Management’s Portfolio PDO Stock Details PDO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$16.9K Hold
1,200
– – 0.01% 337
2025
Q2 		$16.2K Hold
1,200
– – 0.01% 339
2025
Q1 		$16.7K Hold
1,200
– – 0.01% 330
2024
Q4 		$16.3K Hold
1,200
– – 0.01% 327
2024
Q3 		$16.9K Hold
1,200
– – 0.01% 329
2024
Q2 		$15.9K Hold
1,200
– – 0.01% 328
2024
Q1 		$15.8K Hold
1,200
– – 0.01% 335
2023
Q4 		$14.7K Hold
1,200
– – 0.01% 336
2023
Q3 		$14.3K Hold
1,200
– – 0.01% 333
2023
Q2 		$15K Hold
1,200
– – 0.01% 331
2023
Q1 		$14.9K Hold
1,200
– – 0.01% 328
2022
Q4 		$15.3K Buy
1,200
+600
+100% +$8.27K 0.01% 314
2022
Q3 		$8K Hold
600
– – 0.01% 383
2022
Q2 		$8K Buy
+600
New +$9.28K 0.01% 390

Other funds holding PDO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
SCM
SOL Capital Management Rockville, Maryland $206M AUM 17.87% 1-Year Est. Return
CM
Cercano Management Bellevue, Washington $2.32B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return