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PDO

PIMCO Dynamic Income Opportunities Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CG
76
CFO4Life Group
Texas
$136K -$293K -21,800 -66%
Truist Financial
77
Truist Financial
North Carolina
$131K +$143K +10,594 New
AAS
78
Avantax Advisory Services
Texas
$131K +$142K +10,580 New
PGWM
79
Parisi Gray Wealth Management
New Jersey
$126K -$231K -17,174 -63%
KAS
80
Kestra Advisory Services
Texas
$126K +$136K +10,125 New
OIA
81
Optimum Investment Advisors
Illinois
$99.2K +$108K +8,000 New
IA
82
IFP Advisors
Florida
$97.8K +$43.4K +3,223 +194%
ASN
83
Advisory Services Network
Georgia
$58.9K
BONH
84
Bank of New Hampshire
New Hampshire
$55.1K
S
85
SignatureFD
Georgia
$49.6K +$53.8K +4,000 New
HNB
86
Huntington National Bank
Ohio
$46.9K
Carson Wealth (CWM LLC)
87
Carson Wealth (CWM LLC)
Nebraska
$19K +$14.7K +1,092 +235%
FIA
88
FNY Investment Advisers
New York
$19K +$21.5K +1,600 New
SPIA
89
Steward Partners Investment Advisory
New York
$18.6K
AAS
90
Ameritas Advisory Services
Nebraska
$16.6K +$18.1K +1,342 New
AWM
91
AllSquare Wealth Management
New York
$14.9K
JFA
92
JNBA Financial Advisors
Minnesota
$13.2K +$14.3K +1,065 New
TFA
93
Toth Financial Advisory
Virginia
$13.2K
TWM
94
Tradition Wealth Management
Minnesota
$13K
TF
95
Tompkins Financial
New York
$12.7K
AAM
96
Advisors Asset Management
Colorado
$12.6K +$10.9K +811 +392%
HI
97
Harbour Investments
Wisconsin
$12.4K
CMP
98
Coston McIsaac & Partners
Maine
$10K +$296 +22 +3%
BTI
99
Blue Trust Inc
Georgia
$5K
FWM
100
Focused Wealth Management
New York
$1.43K +$148 +11 +11%