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PIMCO Dynamic Income Strategy Fund
PDX

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Evolve Private Wealth
51
Evolve Private Wealth
California
US$ 489 mil -US$ 12,9 mil -611 -3%
Oppenheimer & Co
52
Oppenheimer & Co
New York
US$ 473 mil +US$ 88,7 mil +4.197 +23%
Arkadios Wealth Advisors
53
Arkadios Wealth Advisors
Georgia
US$ 438 mil +US$ 5,07 mil +240 +1%
O'Shaughnessy Asset Management
54
O'Shaughnessy Asset Management
Connecticut
US$ 412 mil -US$ 94,3 mil -4.465 -18%
Aprio Wealth Management
55
Aprio Wealth Management
Georgia
US$ 412 mil – – –
Harbour Investments
56
Harbour Investments
Wisconsin
US$ 397 mil -US$ 16,2 mil -769 -4%
IP
57
Indivisible Partners
Florida
US$ 375 mil +US$ 380 mil +18.003 Nova
IMT
58
Investment Management Trust
Massachusetts
US$ 372 mil +US$ 23,9 mil +1.131 +7%
Essex Financial Services
59
Essex Financial Services
Connecticut
US$ 370 mil – – –
Fifth Third Bancorp
60
Fifth Third Bancorp
Ohio
US$ 361 mil +US$ 21,8 mil +1.034 +6%
Wealth Enhancement Advisory Services
61
Wealth Enhancement Advisory Services
Minnesota
US$ 349 mil -US$ 41,8 mil -1.980 -11%
ICM
62
Islay Capital Management
Texas
US$ 334 mil +US$ 401 +19 +0,1%
Janney Montgomery Scott
63
Janney Montgomery Scott
Pennsylvania
US$ 328 mil -US$ 10,6 mil -500 -3%
AHL
64
Abel Hall LLC
Louisiana
US$ 312 mil – – –
CWM
65
Cornerstone Wealth Management
Missouri
US$ 305 mil -US$ 16,6 mil -786 -5%
Commonwealth Equity Services
66
Commonwealth Equity Services
Massachusetts
US$ 294 mil +US$ 1,9 mil +90 +0,6%
FWP
67
Flatrock Wealth Partners
California
US$ 285 mil +US$ 232 +11 +0,1%
Savvy Advisors Inc
68
Savvy Advisors Inc
New York
US$ 281 mil -US$ 33,7 mil -1.596 -11%
Creative Planning
69
Creative Planning
Kansas
US$ 276 mil +US$ 17,1 mil +808 +6%
CL
70
CSS LLC
Illinois
US$ 270 mil +US$ 274 mil +12.960 Nova
Citadel Advisors
71
Citadel Advisors
Florida
US$ 269 mil +US$ 273 mil +12.917 Nova
PFG Investments
72
PFG Investments
New York
US$ 256 mil +US$ 260 mil +12.297 Nova
Regal Investment Advisors
73
Regal Investment Advisors
Michigan
US$ 254 mil – – –
Brown Advisory
74
Brown Advisory
Maryland
US$ 250 mil – – –
MWM
75
Meadowbrook Wealth Management
New York
US$ 245 mil +US$ 247 mil +11.700 Nova
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