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PDO

PIMCO Dynamic Income Opportunities Fund

Name Holding Trade Value Shares
Change
Change in
Stake
BIG
76
Brookwood Investment Group
Arizona
$289K -$29.7K -2,169 -9%
SG
77
StoneX Group
New York
$275K +$80.2K +5,854 +38%
BWM
78
Buska Wealth Management
Wisconsin
$273K -$9.47K -691 -3%
PWAM
79
Private Wealth Asset Management
Iowa
$265K +$7.57K +552 +3%
EIP
80
Essential Investment Partners
Colorado
$259K +$147K +10,700 +115%
VA
81
VestGen Advisors
Illinois
$256K +$7.59K +554 +3%
WJWM
82
Williams Jones Wealth Management
New York
$249K -$48.4K -3,532 -15%
MML Investors Services
83
MML Investors Services
Massachusetts
$236K +$31.7K +2,314 +15%
WIA
84
World Investment Advisors
California
$234K +$8.95K +653 +4%
SC
85
Scotia Capital
Ontario, Canada
$220K -$891 -65 -0.4%
CWM
86
Clearview Wealth Management
California
$211K +$224K +16,354 New
CC
87
Courier Capital
New York
$210K
NAS
88
NWF Advisory Services
California
$208K +$1.47K +107 +0.7%
IWM
89
IHT Wealth Management
Illinois
$207K +$219K +15,982 New
TVAMP
90
Tennessee Valley Asset Management Partners
Tennessee
$204K
AWM
91
AE Wealth Management
Kansas
$200K +$6.47K +472 +3%
CIC
92
Carnegie Investment Counsel
Ohio
$194K
SA
93
Sovran Advisors
California
$184K +$189K +13,785 New
PWM
94
Perigon Wealth Management
California
$177K -$35K -2,551 -16%
OBWG
95
Onyx Bridge Wealth Group
New York
$170K
Mercer Global Advisors
96
Mercer Global Advisors
Colorado
$162K -$112K -8,187 -39%
LBC
97
Lowe Brockenbrough & Co
Virginia
$156K -$123K -8,950 -43%
KWA
98
Kingswood Wealth Advisors
California
$148K -$9.59K -700 -6%
EH
99
Equitable Holdings
New York
$147K +$146K +10,631 New
GWP
100
Gateway Wealth Partners
Wisconsin
$145K +$154K +11,222 New