We are live on ! Find out more
PDO

PIMCO Dynamic Income Opportunities Fund

Name Holding Trade Value Shares
Change
Change in
Stake
TSS
76
Two Sigma Securities
New York
$239K +$77.1K +5,544 +47%
SC
77
Scotia Capital
Ontario, Canada
$236K +$10K +719 +4%
CC
78
Courier Capital
New York
$225K
PWM
79
Perigon Wealth Management
California
$225K +$2.41K +173 +1%
NAS
80
NWF Advisory Services
California
$222K -$115K -8,245 -34%
MML Investors Services
81
MML Investors Services
Massachusetts
$221K +$1.89K +136 +0.9%
TVAMP
82
Tennessee Valley Asset Management Partners
Tennessee
$218K
SG
83
StoneX Group
New York
$214K -$61K -4,386 -22%
AWM
84
AE Wealth Management
Kansas
$208K +$11.3K +809 +6%
CIC
85
Carnegie Investment Counsel
Ohio
$208K
CA
86
Crumly & Associates
Illinois
$208K +$34.8K +2,500 +20%
OBWG
87
Onyx Bridge Wealth Group
New York
$182K
Carson Wealth (CWM LLC)
88
Carson Wealth (CWM LLC)
Nebraska
$182K +$30.4K +2,184 +20%
KWA
89
Kingswood Wealth Advisors
California
$168K +$20.9K +1,500 +14%
CA
90
Clearstead Advisors
Ohio
$163K +$164K +11,768 New
Wealth Enhancement Advisory Services
91
Wealth Enhancement Advisory Services
Minnesota
$158K +$403 +29 +0.3%
PNC
92
Park National Corp
Ohio
$152K
BlackRock
93
BlackRock
New York
$149K +$149K +10,718 +24,359%
BC
94
Burney Company
Virginia
$147K +$147K +10,600 New
BFA
95
Beacon Financial Advisory
Ohio
$147K +$147K +10,593 New
EFG
96
Ethos Financial Group
Pennsylvania
$140K
BRWA
97
B. Riley Wealth Advisors
Florida
$139K -$115K -8,245 -45%
EIP
98
Essential Investment Partners
Colorado
$129K +$129K +9,300 New
NWMP
99
Noble Wealth Management PBC
Colorado
$115K +$24.6K +1,769 +27%
National Bank of Canada
100
National Bank of Canada
Quebec, Canada
$111K -$41.3K -2,970 -27%