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PDO

PIMCO Dynamic Income Opportunities Fund

Name Holding Trade Value Shares
Change
Change in
Stake
GWM
126
Geneos Wealth Management
Colorado
$19K
AAP
127
Arax Advisory Partners
Colorado
$18.5K +$11.8K +901 +180%
CSC
128
Caldwell Sutter Capital
California
$18.2K +$13.7K +1,045 +317%
AP
129
Aspect Partners
Virginia
$17.3K +$498 +38 +3%
SWM
130
SHP Wealth Management
Massachusetts
$11.4K +$223 +17 +2%
IA
131
IFG Advisory
Georgia
$10.3K +$10.2K +778 New
OCM
132
Osbon Capital Management
Massachusetts
$8.38K -$38.9K -2,970 -82%
HI
133
Harbour Investments
Wisconsin
$7.26K -$12.9K -984 -64%
TFA
134
Toth Financial Advisory
Virginia
$5.29K
WWM
135
Wolff Wiese Magana
California
$3.44K +$2.36K +180 +225%
HWP
136
Highline Wealth Partners
California
$2.64K
VNA
137
Valley National Advisers
Pennsylvania
$992 +$983 +75 New
SWA
138
SOA Wealth Advisors
New York
$821 -$643 -49 -6%
RCM
139
Rivernorth Capital Management
Florida
-$1.24M -95,649 Closed
NWA
140
Navis Wealth Advisors
New York
-$1.17M -90,524 Closed
SIA
141
Sit Investment Associates
Minnesota
-$782K -60,514 Closed
First Trust Advisors
142
First Trust Advisors
Illinois
-$585K -45,224 Closed
LSC
143
Logan Stone Capital
Illinois
-$570K -44,056 Closed
SC
144
Shay Capital
New York
-$358K -27,720 Closed
WMA
145
West Michigan Advisors
Michigan
-$326K -25,000 Closed
PWAM
146
Private Wealth Asset Management
Iowa
-$265K -20,484 Closed
IWM
147
IHT Wealth Management
Illinois
-$207K -15,982 Closed
TVAMP
148
Tennessee Valley Asset Management Partners
Tennessee
-$204K -15,778 Closed
CIC
149
Carnegie Investment Counsel
Ohio
-$194K -15,000 Closed
Mercer Global Advisors
150
Mercer Global Advisors
Colorado
-$162K -12,553 Closed