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PDX

PIMCO Dynamic Income Strategy Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CA
76
Continuum Advisory
Idaho
$26.1K +$25K +1,000 New
FFA
77
Farther Finance Advisors
California
$15.7K +$15K +600 New
US Bancorp
78
US Bancorp
Minnesota
$13.1K
AG
79
AmeriFlex Group
Nevada
$11.5K +$11K +440 New
IA
80
IFP Advisors
Florida
$11.1K
HighTower Advisors
81
HighTower Advisors
Illinois
-$1.34M -56,482 Closed
1CP
82
1607 Capital Partners
Virginia
-$305K -12,922 Closed
Corient Private Wealth
83
Corient Private Wealth
Florida
-$295K -12,504 Closed
TNA
84
True North Advisors
Texas
-$228K -9,683 Closed
Bessemer Group
85
Bessemer Group
New Jersey
-$35K -1,485 Closed
FIA
86
FNY Investment Advisers
New York
-$11K -500 Closed
PGAM
87
Princeton Global Asset Management
New Jersey
-$9.27K -393 Closed
CPA
88
Clear Point Advisors
New York
-$6.52K -276 Closed