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PDO

PIMCO Dynamic Income Opportunities Fund

Name Holding Trade Value Shares
Change
Change in
Stake
VA
76
VestGen Advisors
Illinois
$262K +$433 +33 +0.2%
Creative Planning
77
Creative Planning
Kansas
$259K -$38.3K -2,921 -13%
SG
78
StoneX Group
New York
$258K -$23.7K -1,805 -9%
WJWM
79
Williams Jones Wealth Management
New York
$255K
EIP
80
Essential Investment Partners
Colorado
$245K -$19.7K -1,500 -8%
MML Investors Services
81
MML Investors Services
Massachusetts
$242K +$852 +65 +0.4%
TCM
82
Traynor Capital Management
Pennsylvania
$241K +$239K +18,197 New
WIA
83
World Investment Advisors
California
$227K -$7.5K -572 -3%
SC
84
Scotia Capital
Ontario, Canada
$222K -$3.28K -250 -1%
CC
85
Courier Capital
New York
$215K
GP
86
Gridiron Partners
Pennsylvania
$198K -$150K -11,433 -43%
HF
87
HRT Financial
New York
$195K +$194K +14,806 New
SA
88
Sovran Advisors
California
$185K +$7.67K +585 +4%
PWM
89
Perigon Wealth Management
California
$185K +$4.29K +327 +2%
Nomura Holdings
90
Nomura Holdings
Japan
$185K +$184K +14,000 New
BWM
91
Buska Wealth Management
Wisconsin
$182K -$97.2K -7,414 -35%
OBWG
92
Onyx Bridge Wealth Group
New York
$174K
BFM
93
Boothbay Fund Management
New York
$171K +$170K +12,942 New
KWA
94
Kingswood Wealth Advisors
California
$161K +$9.7K +740 +6%
Mariner
95
Mariner
Kansas
$151K +$150K +11,405 New
NWMP
96
Noble Wealth Management PBC
Colorado
$145K +$13.7K +1,048 +11%
EH
97
Equitable Holdings
New York
$143K +$2.62K +200 +2%
CWM
98
Clearview Wealth Management
California
$143K -$72.7K -5,541 -34%
BFA
99
Beacon Financial Advisory
Ohio
$142K +$1.4K +107 +1%
BlackRock
100
BlackRock
New York
$142K -$52 -4 -0%