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ícone de PDI

PIMCO Dynamic Income Fund
PDI

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Centaurus Financial
301
Centaurus Financial
California
US$ 127 mil – – –
APFP
302
Action Point Financial Planning
Michigan
US$ 125 mil +US$ 127 mil +7.497 Nova
Bessemer Group
303
Bessemer Group
New Jersey
US$ 123 mil +US$ 125 mil +7.366 Nova
Gilpin Wealth Management
304
Gilpin Wealth Management
Colorado
US$ 117 mil – – –
GCM
305
Gunpowder Capital Management
Maryland
US$ 113 mil -US$ 23,7 mil -1.393 -17%
Webster Bank
306
Webster Bank
Connecticut
US$ 108 mil – – –
Institute for Wealth Management
307
Institute for Wealth Management
Colorado
US$ 105 mil +US$ 107 mil +6.294 Nova
Medallion Wealth Advisors
308
Medallion Wealth Advisors
Connecticut
US$ 97,8 mil +US$ 3,74 mil +220 +4%
Advocate Investing Services
309
Advocate Investing Services
Maryland
US$ 96,9 mil +US$ 98,6 mil +5.800 Nova
FNY Investment Advisers
310
FNY Investment Advisers
New York
US$ 93 mil – – –
Golden State Wealth Management
311
Golden State Wealth Management
California
US$ 92 mil +US$ 30,7 mil +1.808 +49%
AssetMark Inc
312
AssetMark Inc
California
US$ 88 mil +US$ 77,2 mil +4.543 +627%
Vision Retirement
313
Vision Retirement
New Jersey
US$ 85 mil -US$ 14,6 mil -859 -14%
EverSource Wealth Advisors
314
EverSource Wealth Advisors
Alabama
US$ 83,5 mil – – –
Atlantic Union Bankshares
315
Atlantic Union Bankshares
Virginia
US$ 77,3 mil – – –
D.J. St. Germain
316
D.J. St. Germain
Massachusetts
US$ 60,4 mil – – –
First Horizon Corporation
317
First Horizon Corporation
Tennessee
US$ 57,7 mil +US$ 1,58 mil +93 +3%
Bogart Wealth LLC
318
Bogart Wealth LLC
Virginia
US$ 56 mil – – –
Nova Wealth Management
319
Nova Wealth Management
Florida
US$ 52,2 mil +US$ 2,09 mil +123 +4%
Eastern Bank
320
Eastern Bank
Massachusetts
US$ 50,1 mil – – –
GHP Investment Advisors
321
GHP Investment Advisors
Colorado
US$ 49,8 mil -US$ 26,3 mil -1.549 -34%
Sankala Group
322
Sankala Group
Colorado
US$ 49 mil +US$ 2,09 mil +123 +4%
Huntington National Bank
323
Huntington National Bank
Ohio
US$ 45,6 mil – – –
Pension & Wealth Management Advisors
324
Pension & Wealth Management Advisors
Massachusetts
US$ 45,6 mil +US$ 46,4 mil +2.730 Nova
LRI Investments
325
LRI Investments
Florida
US$ 36,7 mil – – –
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