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PDO

PIMCO Dynamic Income Opportunities Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
101
Spire Wealth Management
Virginia
$81K +$2.74K +200 +4%
HI
102
Harbour Investments
Wisconsin
$79.2K
IA
103
IFP Advisors
Florida
$72K
HNB
104
Huntington National Bank
Ohio
$53.4K
BONH
105
Bank of New Hampshire
New Hampshire
$52.6K
TLA
106
Tanglewood Legacy Advisors
Texas
$51.6K
PS
107
Principal Securities
Iowa
$48.5K +$8.65K +631 +23%
AF
108
Allworth Financial
California
$45.6K +$30.3K +2,213 +217%
SPIA
109
Steward Partners Investment Advisory
New York
$43.6K +$8.22K +600 +24%
AP
110
Aspect Partners
Virginia
$42.2K +$40.9K +2,987 New
AAS
111
Ameritas Advisory Services
Nebraska
$38.1K -$9.99K -729 -21%
CIBC Private Wealth Group
112
CIBC Private Wealth Group
Georgia
$32.5K
LFG
113
Larson Financial Group
Missouri
$27.3K -$1.4K -102 -5%
FMP
114
Financial Management Professionals
Texas
$26.7K +$713 +52 +3%
AssetMark Inc
115
AssetMark Inc
California
$26.6K +$25.8K +1,881 New
FIA
116
FNY Investment Advisers
New York
$22K
GWM
117
Geneos Wealth Management
Colorado
$20.3K
AWM
118
AllSquare Wealth Management
New York
$16.9K
NFSG
119
Newbridge Financial Services Group
Florida
$14.1K
SIS
120
Strategic Investment Solutions
Illinois
$8.19K +$219 +16 +3%
PNC Financial Services Group
121
PNC Financial Services Group
Pennsylvania
$7.06K -$23.3K -1,700 -77%
AAP
122
Arax Advisory Partners
Colorado
$7.06K +$6.85K +500 New
POIA
123
Pin Oak Investment Advisors
Texas
$6.9K
TFA
124
Toth Financial Advisory
Virginia
$5.65K
Russell Investments Group
125
Russell Investments Group
United Kingdom
$3.53K +$3.43K +250 New