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PDO

PIMCO Dynamic Income Opportunities Fund

Name Holding Trade Value Shares
Change
Change in
Stake
HWP
126
Highline Wealth Partners
California
$2.77K
WWM
127
Wolff Wiese Magana
California
$1.11K
VNA
128
Valley National Advisers
Pennsylvania
$1K
SWA
129
SOA Wealth Advisors
New York
$870 +$12.1K +870 New
Russell Investments Group
130
Russell Investments Group
United Kingdom
$14 -$3.46K -249 -100%
CM
131
Cercano Management
Washington
-$23.5M -1,666,651 Closed
CPRC
132
Consolidated Portfolio Review Corp
New York
-$3.37M -238,702 Closed
LBC
133
Leigh Baldwin & Co
New York
-$173K -12,280 Closed
Mariner
134
Mariner
Kansas
-$161K -11,422 Closed
BCA
135
Bay Colony Advisors
Massachusetts
-$156K -11,049 Closed
VCM
136
Vivaldi Capital Management
Illinois
-$143K -10,100 Closed
ASN
137
Advisory Services Network
Georgia
-$101K -7,127 Closed
TLA
138
Tanglewood Legacy Advisors
Texas
-$51.6K -3,655 Closed
PS
139
Principal Securities
Iowa
-$48.5K -3,435 Closed
AAS
140
Ameritas Advisory Services
Nebraska
-$38.1K -2,700 Closed
NFSG
141
Newbridge Financial Services Group
Florida
-$14.1K -1,000 Closed
SIS
142
Strategic Investment Solutions
Illinois
-$8.19K -580 Closed
POIA
143
Pin Oak Investment Advisors
Texas
-$6.9K -484 Closed
WT
144
Whittier Trust
California
-$2.01K -142 Closed
WANY
145
Wealthspire Advisors (New York)
New York
-$989 -70 Closed
BTI
146
Blue Trust Inc
Georgia
-$353 -25 Closed
JP Morgan Chase
147
JP Morgan Chase
New York
-$14 -1 Closed