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PDO

PIMCO Dynamic Income Opportunities Fund

Name Holding Trade Value Shares
Change
Change in
Stake
AAM
101
Advisors Asset Management
Colorado
$10.4K -$1.97K -168 -16%
MSWM
102
McGlone Suttner Wealth Management
Wisconsin
$9.73K +$9.3K +795 New
TFA
103
Toth Financial Advisory
Virginia
$4.9K -$5.17K -442 -52%
HCM
104
Hollencrest Capital Management
California
$4.9K +$4.68K +400 New
PP
105
PFS Partners
New Jersey
$3.06K +$2.92K +250 New
NS
106
NBC Securities
Alabama
$3K
IBOK
107
Independence Bank of Kentucky
Kentucky
$1.8K +$1.72K +147 New
FWM
108
Focused Wealth Management
New York
$1.53K +$47 +4 +3%
WWM
109
Wolff Wiese Magana
California
$992
PS
110
Principal Securities
Iowa
$722 +$690 +59 New
CPA
111
Clear Point Advisors
New York
$641 +$608 +52 New
Fidelity Investments
112
Fidelity Investments
Massachusetts
$636 +$538 +46 +767%
PI
113
PFG Investments
New York
-$724K -60,934 Closed
Susquehanna International Group
114
Susquehanna International Group
Pennsylvania
-$634K -53,349 Closed
Jane Street
115
Jane Street
New York
-$629K -52,957 Closed
ASFA
116
All Season Financial Advisors
Colorado
-$537K -45,211 Closed
JP Morgan Chase
117
JP Morgan Chase
New York
-$392K -32,989 Closed
Mercer Global Advisors
118
Mercer Global Advisors
Colorado
-$259K -21,833 Closed
KWA
119
Kingswood Wealth Advisors
California
-$241K -20,273 Closed
RRA
120
Round Rock Advisors
Connecticut
-$225K -18,945 Closed
HF
121
HRT Financial
New York
-$167K -14,133 Closed
MML Investors Services
122
MML Investors Services
Massachusetts
-$137K -11,497 Closed
CG
123
CFO4Life Group
Texas
-$131K -10,986 Closed
BRWA
124
B. Riley Wealth Advisors
Florida
-$132K -10,973 Closed
WA
125
Waverly Advisors
Alabama
-$121K -10,201 Closed