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PDO

PIMCO Dynamic Income Opportunities Fund

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
51
Perigon Wealth Management
California
$379K +$43.4K +3,403 +12%
BAM
52
Belpointe Asset Management
Nevada
$360K +$259K +20,332 +203%
PGWM
53
Parisi Gray Wealth Management
New Jersey
$355K -$2.93K -230 -0.8%
RJA
54
Raymond James & Associates
Florida
$354K +$46.1K +3,613 +14%
GFG
55
Goldstone Financial Group
Illinois
$350K +$117K +9,141 +45%
TA
56
Tectonic Advisors
Texas
$322K +$6.92K +543 +2%
FFA
57
First Foundation Advisors
California
$321K
Truist Financial
58
Truist Financial
North Carolina
$297K -$835K -65,492 -72%
DADC
59
D.A. Davidson & Co
Montana
$285K +$18.2K +1,424 +6%
PNC Financial Services Group
60
PNC Financial Services Group
Pennsylvania
$277K
WJWM
61
Williams Jones Wealth Management
New York
$270K +$290K +22,710 New
National Bank of Canada
62
National Bank of Canada
Quebec, Canada
$262K
AA
63
ACT Advisors
North Carolina
$262K -$69.4K -5,440 -20%
Mercer Global Advisors
64
Mercer Global Advisors
Colorado
$259K +$278K +21,833 New
HWAM
65
Hennion & Walsh Asset Management
New Jersey
$257K +$1.5K +118 +0.5%
KWA
66
Kingswood Wealth Advisors
California
$241K -$14.5K -1,138 -5%
RRA
67
Round Rock Advisors
Connecticut
$225K
SWM
68
Stockman Wealth Management
Montana
$225K -$98.3K -7,714 -29%
NAS
69
NWF Advisory Services
California
$209K -$1.61K -126 -0.7%
CAN
70
Cetera Advisor Networks
California
$208K +$4.41K +346 +2%
Corient Private Wealth
71
Corient Private Wealth
Florida
$206K
Comerica Bank
72
Comerica Bank
Texas
$205K +$220K +17,253 New
SPP
73
Single Point Partners
Massachusetts
$197K
NA
74
NewEdge Advisors
Louisiana
$195K
TWC
75
TD Waterhouse Canada
Ontario, Canada
$191K -$526K -41,254 -73%