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PDO

PIMCO Dynamic Income Opportunities Fund

Name Holding Trade Value Shares
Change
Change in
Stake
LFG
101
Larson Financial Group
Missouri
$27.4K +$1.37K +103 +5%
Carson Wealth (CWM LLC)
102
Carson Wealth (CWM LLC)
Nebraska
$27K +$173 +13 +0.6%
FMP
103
Financial Management Professionals
Texas
$24.8K +$667 +50 +3%
FIA
104
FNY Investment Advisers
New York
$21K
GWM
105
Geneos Wealth Management
Colorado
$19.4K -$20K -1,500 -51%
AWM
106
AllSquare Wealth Management
New York
$16.2K
AF
107
Allworth Financial
California
$13.8K +$13.4K +1,007 +7,746%
NFSG
108
Newbridge Financial Services Group
Florida
$13.5K +$13.3K +1,000 New
JP Morgan Chase
109
JP Morgan Chase
New York
$10K +$9.91K +743 New
SIS
110
Strategic Investment Solutions
Illinois
$7.61K +$200 +15 +3%
POIA
111
Pin Oak Investment Advisors
Texas
$6K +$5.79K +434 +868%
TFA
112
Toth Financial Advisory
Virginia
$5.39K
WT
113
Whittier Trust
California
$1.91K +$1.9K +142 New
WWM
114
Wolff Wiese Magana
California
$1.09K
VNA
115
Valley National Advisers
Pennsylvania
$1K
GWSG
116
GPS Wealth Strategies Group
Colorado
$984
PWMA
117
Pension & Wealth Management Advisors
Massachusetts
$13 +$13 +1 New
IC
118
IEQ Capital
California
-$3.47M -250,000 Closed
TJHA
119
Thomas J. Herzfeld Advisors
Florida
-$1.24M -89,425 Closed
SWA
120
SOA Wealth Advisors
New York
-$84.7K -84,723 Closed
Lido Advisors
121
Lido Advisors
California
-$601K -43,284 Closed
XT
122
XTX Topco
Cayman Islands
-$570K -41,084 Closed
CL
123
Choreo LLC
Illinois
-$427K -30,746 Closed
MWA
124
Merkkuri Wealth Advisors
New York
-$265K -19,070 Closed
JEST
125
JTC Employer Solutions Trustee
Jersey
-$256K -18,500 Closed