We are live on ! Find out more
PDO

PIMCO Dynamic Income Opportunities Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CL
51
Choreo LLC
Illinois
$427K +$425K +30,746 New
KAS
52
Kestra Advisory Services
Texas
$422K +$28.3K +2,052 +7%
DC
53
Davenport & Co
Virginia
$421K
GP
54
Gridiron Partners
Pennsylvania
$416K
PI
55
PFG Investments
New York
$414K -$33.3K -2,413 -7%
FFA
56
First Foundation Advisors
California
$411K
SWP
57
Stratos Wealth Partners
Ohio
$408K +$406K +29,420 New
NAS
58
NWF Advisory Services
California
$388K -$93K -6,731 -19%
DADC
59
D.A. Davidson & Co
Montana
$383K -$108K -7,808 -22%
Jane Street
60
Jane Street
New York
$366K +$365K +26,391 New
NA
61
NewEdge Advisors
Louisiana
$293K -$157K -11,400 -35%
WJWM
62
Williams Jones Wealth Management
New York
$268K
MWA
63
Merkkuri Wealth Advisors
New York
$265K
JEST
64
JTC Employer Solutions Trustee
Jersey
$256K
LCM
65
Landscape Capital Management
New Jersey
$245K +$244K +17,674 New
PWM
66
Perigon Wealth Management
California
$242K +$1.53K +111 +0.6%
VCM
67
Vivaldi Capital Management
Illinois
$240K
MML Investors Services
68
MML Investors Services
Massachusetts
$234K -$6.99K -506 -3%
CC
69
Courier Capital
New York
$226K
National Bank of Canada
70
National Bank of Canada
Quebec, Canada
$225K -$2.9K -210 -1%
OIA
71
Optimum Investment Advisors
Illinois
$222K
TVAMP
72
Tennessee Valley Asset Management Partners
Tennessee
$219K +$218K +15,778 New
LC
73
Lindbrook Capital
California
$212K +$101K +7,290 +91%
BRWA
74
B. Riley Wealth Advisors
Florida
$206K +$43.4K +3,144 +27%
BlackRock
75
BlackRock
New York
$197K +$196K +14,210 New