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ícone de PDI

PIMCO Dynamic Income Fund

Nome Posição Valor negociado Ações
Variação
Variação na
participação
Raffa Wealth Management
326
Raffa Wealth Management
District of Columbia
US$ 36 mil – – –
Keating Financial Advisory Services
327
Keating Financial Advisory Services
Kansas
US$ 34,9 mil +US$ 1,39 mil +82 +4%
Smartleaf Asset Management
328
Smartleaf Asset Management
Massachusetts
US$ 34 mil – – –
Heritage Wealth Advisors
329
Heritage Wealth Advisors
Virginia
US$ 33,4 mil – – –
Rothschild Investment LLC
330
Rothschild Investment LLC
Illinois
US$ 33,4 mil – – –
Delta Asset Management
331
Delta Asset Management
Tennessee
US$ 31 mil +US$ 31,5 mil +1.855 Nova
Moisand Fitzgerald Tamayo
332
Moisand Fitzgerald Tamayo
Florida
US$ 30,7 mil – – –
APW
333
Allied Private Wealth
Florida
US$ 29,6 mil +US$ 30,1 mil +1.773 Nova
SHP Wealth Management
334
SHP Wealth Management
Massachusetts
US$ 29,4 mil +US$ 19 mil +1.118 +174%
HHM Wealth Advisors
335
HHM Wealth Advisors
Tennessee
US$ 28,4 mil -US$ 7,14 mil -420 -20%
Caldwell Trust
336
Caldwell Trust
Florida
US$ 27,2 mil +US$ 27,6 mil +1.626 Nova
Aspect Partners
337
Aspect Partners
Virginia
US$ 24 mil +US$ 969 +57 +4%
Mark Sheptoff Financial Planning
338
Mark Sheptoff Financial Planning
Connecticut
US$ 23,4 mil +US$ 18,7 mil +1.100 +367%
PFS Partners
339
PFS Partners
New Jersey
US$ 23 mil – – –
Blue Trust Inc
340
Blue Trust Inc
Georgia
US$ 22 mil +US$ 884 +52 +4%
Evelyn Partners
341
Evelyn Partners
US$ 21,6 mil +US$ 21,9 mil +1.291 Nova
MPWM Advisory Solutions
342
MPWM Advisory Solutions
Georgia
US$ 20,9 mil +US$ 21,2 mil +1.250 Nova
Coston McIsaac & Partners
343
Coston McIsaac & Partners
Maine
US$ 19 mil +US$ 68 +4 +0,3%
Financial Management Professionals
344
Financial Management Professionals
Texas
US$ 18,5 mil +US$ 697 +41 +4%
Wilkerson Advisory Group
345
Wilkerson Advisory Group
Missouri
US$ 17,3 mil +US$ 646 +38 +4%
Country Trust Bank
346
Country Trust Bank
Illinois
US$ 16,7 mil – – –
LifeSteps Financial
347
LifeSteps Financial
California
US$ 16,7 mil +US$ 17 mil +1.000 Nova
CIA
348
Cape Investment Advisory
Georgia
US$ 16,1 mil +US$ 16,4 mil +962 Nova
North Star Investment Management
349
North Star Investment Management
Illinois
US$ 15 mil – – –
AW
350
Avion Wealth
Texas
US$ 15 mil +US$ 10,4 mil +611 +212%