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PDO

PIMCO Dynamic Income Opportunities Fund

Name Holding Trade Value Shares
Change
Change in
Stake
IA
101
IFP Advisors
Florida
$11.9K -$637 -50 -5%
LFG
102
Larson Financial Group
Missouri
$11.9K
TFA
103
Toth Financial Advisory
Virginia
$10K -$637 -50 -6%
CMP
104
Coston McIsaac & Partners
Maine
$10K +$319 +25 +3%
GI
105
Gradient Investments
Minnesota
$5.94K +$6.38K +500 New
NS
106
NBC Securities
Alabama
$2K +$3.19K +250 New
FWM
107
Focused Wealth Management
New York
$1.44K +$25 +2 +2%
VNA
108
Valley National Advisers
Pennsylvania
$1K
WWM
109
Wolff Wiese Magana
California
$963 +$1.03K +81 New
Fidelity Investments
110
Fidelity Investments
Massachusetts
$71 +$64 +5 +500%
ACIM
111
Azimuth Capital Investment Management
Michigan
-$327K -25,000 Closed
BBHC
112
Brown Brothers Harriman & Co
New York
-$327K -25,000 Closed
HWM
113
HB Wealth Management
Georgia
-$242K -18,539 Closed
BRA
114
Biechele Royce Advisors
Indiana
-$215K -16,460 Closed
HighTower Advisors
115
HighTower Advisors
Illinois
-$197K -15,029 Closed
AFO
116
Allie Family Office
Florida
-$196K -15,000 Closed
MAG
117
Mayfair Advisory Group
Alabama
-$164K -12,500 Closed
CAPTRUST Financial Advisors
118
CAPTRUST Financial Advisors
North Carolina
-$141K -10,815 Closed
CA
119
CoreCap Advisors
Michigan
-$132K -10,100 Closed
S
120
SignatureFD
Georgia
-$52.2K -4,000 Closed
RMA
121
Roffman Miller Associates
Pennsylvania
-$2.58K -198 Closed