We are live on ! Find out more
PDI icon

PIMCO Dynamic Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
LFG
226
Larson Financial Group
Missouri
$3K
SWA
227
SOA Wealth Advisors
New York
$3K
SMG
228
Spectrum Management Group
Indiana
$3K
KFI
229
Key Financial Inc
Pennsylvania
$1K
HFS
230
Heritage Financial Services
Massachusetts
$1K +$1.44K +65 New
WIM
231
Westside Investment Management
California
$150
N
232
Natixis
France
-$2.1M -86,064 Closed
WHG
233
Westwood Holdings Group
Texas
-$777K -31,880 Closed
FWP
234
Firethorn Wealth Partners
Georgia
-$771K -31,644 Closed
SAM
235
Secure Asset Management
Michigan
-$763K -31,328 Closed
C
236
Certuity
Florida
-$647K -26,539 Closed
IWM
237
IHT Wealth Management
Illinois
-$640K -26,245 Closed
Citadel Advisors
238
Citadel Advisors
Florida
-$539K -22,114 Closed
AWA
239
Arete Wealth Advisors
Illinois
-$503K -20,621 Closed
DBIA
240
Dumont & Blake Investment Advisors
New Jersey
-$424K -17,415 Closed
CWA
241
Consilium Wealth Advisory
Texas
-$409K -16,776 Closed
MW
242
Marcum Wealth
Ohio
-$390K -16,000 Closed
SEIA
243
Signature Estate & Investment Advisors
California
-$340K -13,938 Closed
AWM
244
Apollon Wealth Management
South Carolina
-$320K -13,147 Closed
HWM
245
HB Wealth Management
Georgia
-$314K -12,892 Closed
FM
246
Family Management
New York
-$308K -12,627 Closed
GBA
247
Garrison Bradford & Associates
New York
-$287K -11,785 Closed
OFA
248
Oak Family Advisors
Illinois
-$284K -11,645 Closed
EVM
249
Eaton Vance Management
Massachusetts
-$257K -10,529 Closed
Cerity Partners
250
Cerity Partners
New York
-$241K -9,895 Closed