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PDO

PIMCO Dynamic Income Opportunities Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CW
51
CreativeOne Wealth
Kansas
$491K -$115K -8,250 -19%
MWM
52
Maridea Wealth Management
New York
$490K +$1.35K +97 +0.3%
SS
53
Sunbelt Securities
Texas
$479K -$117K -8,439 -20%
Rockefeller Capital Management
54
Rockefeller Capital Management
New York
$471K +$364K +26,132 +331%
CL
55
Choreo LLC
Illinois
$460K -$128K -9,169 -22%
MWM
56
Meadowbrook Wealth Management
New York
$456K +$1.39K +100 +0.3%
DC
57
Davenport & Co
Virginia
$434K
SWP
58
Stratos Wealth Partners
Ohio
$432K +$34.4K +2,470 +9%
PI
59
PFG Investments
New York
$420K +$21.6K +1,551 +5%
GP
60
Gridiron Partners
Pennsylvania
$415K -$1.36M -97,754 -77%
FAOAI
61
Fund Advisors of America Inc
Florida
$406K +$408K +29,356 New
FFA
62
First Foundation Advisors
California
$345K
BIG
63
Brookwood Investment Group
Arizona
$340K -$23.4K -1,681 -6%
WJWM
64
Williams Jones Wealth Management
New York
$316K
TA
65
Tectonic Advisors
Texas
$312K -$20.9K -1,500 -6%
BWM
66
Buska Wealth Management
Wisconsin
$302K +$70.3K +5,057 +30%
DADC
67
D.A. Davidson & Co
Montana
$299K -$29.6K -2,131 -9%
HSA
68
HBK Sorce Advisory
Pennsylvania
$296K +$13.9K +1,000 +5%
JIP
69
Jaffetilchin Investment Partners
Florida
$293K +$295K +21,206 New
LBC
70
Lowe Brockenbrough & Co
Virginia
$291K -$47.3K -3,400 -14%
Creative Planning
71
Creative Planning
Kansas
$289K +$76.5K +5,498 +36%
Mercer Global Advisors
72
Mercer Global Advisors
Colorado
$287K +$289K +20,740 New
PWAM
73
Private Wealth Asset Management
Iowa
$276K +$277K +19,932 New
VA
74
VestGen Advisors
Illinois
$266K +$45K +3,236 +20%
WIA
75
World Investment Advisors
California
$241K +$242K +17,406 New