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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
$372K -$17.6K -1,501 -5%
Northwestern Mutual Wealth Management
52
Northwestern Mutual Wealth Management
Wisconsin
$361K -$145K -12,351 -29%
Truist Financial
53
Truist Financial
North Carolina
$360K +$51.6K +4,414 +18%
RJA
54
Raymond James & Associates
Florida
$358K -$6.03K -515 -2%
GFG
55
Goldstone Financial Group
Illinois
$353K -$7.25K -620 -2%
TA
56
Tectonic Advisors
Texas
$343K +$10.2K +871 +3%
WJWM
57
Williams Jones Wealth Management
New York
$278K
AA
58
ACT Advisors
North Carolina
$272K +$2.8K +239 +1%
HWAM
59
Hennion & Walsh Asset Management
New Jersey
$267K +$1.27K +109 +0.5%
CAN
60
Cetera Advisor Networks
California
$261K +$44.9K +3,835 +22%
Wealth Enhancement Advisory Services
61
Wealth Enhancement Advisory Services
Minnesota
$255K -$196K -16,792 -45%
National Bank of Canada
62
National Bank of Canada
Quebec, Canada
$246K -$25.6K -2,190 -10%
NA
63
NewEdge Advisors
Louisiana
$242K +$29.3K +2,500 +15%
KAS
64
Kestra Advisory Services
Texas
$220K +$68.9K +5,887 +49%
Corient Private Wealth
65
Corient Private Wealth
Florida
$212K
Janney Montgomery Scott
66
Janney Montgomery Scott
Pennsylvania
$209K -$175K -14,971 -47%
JSW
67
Journey Strategic Wealth
New Jersey
$196K -$238K -20,317 -56%
OIA
68
Optimum Investment Advisors
Illinois
$196K
PNC Financial Services Group
69
PNC Financial Services Group
Pennsylvania
$190K -$91.2K -7,798 -33%
CIC
70
Carnegie Investment Counsel
Ohio
$184K
EC
71
Elequin Capital
New York
$178K +$145K +12,357 +562%
Comerica Bank
72
Comerica Bank
Texas
$178K -$31.9K -2,727 -16%
WA
73
WESPAC Advisors
California
$176K -$9.59K -820 -5%
FFA
74
Farther Finance Advisors
California
$168K +$161K +13,750 New
OBWG
75
Onyx Bridge Wealth Group
New York
$162K