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ícone de PDO

PIMCO Dynamic Income Opportunities Fund
PDO

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Geneos Wealth Management
126
Geneos Wealth Management
Colorado
US$ 19 mil – – –
Arax Advisory Partners
127
Arax Advisory Partners
Colorado
US$ 18,5 mil +US$ 11,8 mil +901 +180%
Caldwell Sutter Capital
128
Caldwell Sutter Capital
California
US$ 18,2 mil +US$ 13,7 mil +1.045 +317%
Aspect Partners
129
Aspect Partners
Virginia
US$ 17,3 mil +US$ 498 +38 +3%
SHP Wealth Management
130
SHP Wealth Management
Massachusetts
US$ 11,4 mil +US$ 223 +17 +2%
IFG Advisory
131
IFG Advisory
Georgia
US$ 10,3 mil +US$ 10,2 mil +778 Nova
Osbon Capital Management
132
Osbon Capital Management
Massachusetts
US$ 8,38 mil -US$ 38,9 mil -2.970 -82%
BPI
133
BFC Planning, Inc.
Iowa
US$ 7,37 mil -US$ 525 mil -40.015 -99%
Harbour Investments
134
Harbour Investments
Wisconsin
US$ 7,26 mil -US$ 12,9 mil -984 -64%
Toth Financial Advisory
135
Toth Financial Advisory
Virginia
US$ 5,29 mil – – –
Wolff Wiese Magana
136
Wolff Wiese Magana
California
US$ 3,44 mil +US$ 2,36 mil +180 +225%
Highline Wealth Partners
137
Highline Wealth Partners
California
US$ 2,64 mil – – –
Valley National Advisers
138
Valley National Advisers
Pennsylvania
US$ 992 +US$ 983 +75 Nova
SOA Wealth Advisors
139
SOA Wealth Advisors
New York
US$ 821 -US$ 643 -49 -6%
Rivernorth Capital Management
140
Rivernorth Capital Management
Florida
– -US$ 1,24 mi -95.649 Encerrada
Navis Wealth Advisors
141
Navis Wealth Advisors
New York
– -US$ 1,17 mi -90.524 Encerrada
Sit Investment Associates
142
Sit Investment Associates
Minnesota
– -US$ 782 mil -60.514 Encerrada
First Trust Advisors
143
First Trust Advisors
Illinois
– -US$ 585 mil -45.224 Encerrada
Logan Stone Capital
144
Logan Stone Capital
Illinois
– -US$ 570 mil -44.056 Encerrada
Shay Capital
145
Shay Capital
New York
– -US$ 358 mil -27.720 Encerrada
West Michigan Advisors
146
West Michigan Advisors
Michigan
– -US$ 326 mil -25.000 Encerrada
Private Wealth Asset Management
147
Private Wealth Asset Management
Iowa
– -US$ 265 mil -20.484 Encerrada
IHT Wealth Management
148
IHT Wealth Management
Illinois
– -US$ 207 mil -15.982 Encerrada
Tennessee Valley Asset Management Partners
149
Tennessee Valley Asset Management Partners
Tennessee
– -US$ 204 mil -15.778 Encerrada
Carnegie Investment Counsel
150
Carnegie Investment Counsel
Ohio
– -US$ 194 mil -15.000 Encerrada
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