We are live on ! Find out more
PDO

PIMCO Dynamic Income Opportunities Fund

Name Holding Trade Value Shares
Change
Change in
Stake
GWM
126
Geneos Wealth Management
Colorado
$18.6K
AP
127
Aspect Partners
Virginia
$16.4K +$493 +36 +3%
AF
128
Allworth Financial
California
$13.3K
SWM
129
SHP Wealth Management
Massachusetts
$10.9K -$2.45K -179 -18%
BHWM
130
Beaird Harris Wealth Management
Texas
$7.07K +$7.5K +547 New
AAP
131
Arax Advisory Partners
Colorado
$6.46K
TFA
132
Toth Financial Advisory
Virginia
$5.17K
CSC
133
Caldwell Sutter Capital
California
$4.27K +$4.52K +330 New
SIS
134
Sound Income Strategies
Florida
$3.96K +$4.11K +300 New
HWP
135
Highline Wealth Partners
California
$2.59K
WWM
136
Wolff Wiese Magana
California
$1.03K
SWA
137
SOA Wealth Advisors
New York
$870
SCM
138
SOL Capital Management
Maryland
-$23.5M -1,698,816 Closed
JWCA
139
J.W. Cole Advisors
Florida
-$4.93M -356,203 Closed
MWM
140
Meadowbrook Wealth Management
New York
-$456K -32,970 Closed
CL
141
Choreo LLC
Illinois
-$460K -32,839 Closed
TA
142
Tectonic Advisors
Texas
-$312K -22,557 Closed
JIP
143
Jaffetilchin Investment Partners
Florida
-$293K -21,206 Closed
TSS
144
Two Sigma Securities
New York
-$239K -17,281 Closed
CA
145
Clearstead Advisors
Ohio
-$163K -11,768 Closed
PNC
146
Park National Corp
Ohio
-$152K -10,974 Closed
BRWA
147
B. Riley Wealth Advisors
Florida
-$139K -10,022 Closed
CP
148
Camelot Portfolios
Ohio
-$111K -8,000 Closed
AssetMark Inc
149
AssetMark Inc
California
-$26.2K -1,896 Closed
FHA
150
Flagship Harbor Advisors
Massachusetts
-$10K -725 Closed