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PDO

PIMCO Dynamic Income Opportunities Fund

Name Holding Trade Value Shares
Change
Change in
Stake
PFS
51
Prospera Financial Services
Texas
$85K +$89.1K +5,000 New
BONH
52
Bank of New Hampshire
New Hampshire
$76K +$79.3K +4,445 New
Wells Fargo
53
Wells Fargo
California
$69K -$70.1K -3,931 -49%
IA
54
IFP Advisors
Florida
$33K +$29.7K +1,665 New
TWM
55
Tradition Wealth Management
Minnesota
$22K +$410 +23 +2%
FIA
56
FNY Investment Advisers
New York
$20K +$21.4K +1,200 New
TF
57
Tompkins Financial
New York
$17K +$18.3K +1,025 New
TFA
58
Toth Financial Advisory
Virginia
$15K +$2.85K +160 +23%
DAC
59
Dividend Assets Capital
South Carolina
$11K
COCM
60
Charter Oak Capital Management
New Hampshire
$10K -$4.05K -227 -27%
Carson Wealth (CWM LLC)
61
Carson Wealth (CWM LLC)
Nebraska
$9K +$9.38K +526 New
AssetMark Inc
62
AssetMark Inc
California
$5K +$5.53K +310 New
VNA
63
Valley National Advisers
Pennsylvania
$1K +$784 +44 +142%
WAM
64
Weiss Asset Management
Massachusetts
-$1.4M -71,404 Closed
SWP
65
Stratos Wealth Partners
Ohio
-$817K -41,768 Closed
Stifel Financial
66
Stifel Financial
Missouri
-$652K -33,323 Closed
Truist Financial
67
Truist Financial
North Carolina
-$527K -26,977 Closed
CAM
68
Cresset Asset Management
Illinois
-$401K -20,375 Closed
Nomura Holdings
69
Nomura Holdings
Japan
-$260K -13,322 Closed
IWP
70
Icon Wealth Partners
Texas
-$257K -13,138 Closed
HCM
71
Howland Capital Management
Massachusetts
-$196K -10,000 Closed
GWM
72
Geneos Wealth Management
Colorado
-$75K -3,853 Closed
WWMSC
73
Wagner Wealth Management (South Carolina)
South Carolina
-$51K -2,627 Closed
Fifth Third Bancorp
74
Fifth Third Bancorp
Ohio
-$39K -2,000 Closed
TRCT
75
Tower Research Capital (TRC)
New York
-$4K -187 Closed