A detailed history of Strategic Wealth Partners, Ltd. transactions in Pimco Corporate & Income Opportunity Fund stock. As of the latest transaction made, Strategic Wealth Partners, Ltd. holds 222,065 shares of PTY stock, worth $3.25 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares
222,065
Previous 218,428 1.67%
Holding current value
$3.25 Million
Previous $3.13 Million 2.24%
% of portfolio
0.34%
Previous 0.33%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 08, 2024

BUY
$14.16 - $14.47 $51,499 - $52,627
3,637 Added 1.67%
222,065 $3.2 Million
Q2 2024

Oct 08, 2024

BUY
$13.49 - $15.05 $27,991 - $31,228
2,075 Added 0.96%
218,428 $3.13 Million
Q1 2024

May 20, 2024

BUY
$13.36 - $14.87 $296,658 - $330,188
22,205 Added 11.44%
216,353 $3.22 Million
Q3 2023

May 20, 2024

BUY
$13.03 - $14.83 $2,710 - $3,084
208 Added 0.11%
194,148 $2.54 Million
Q2 2023

May 20, 2024

BUY
$12.4 - $14.0 $2.4 Million - $2.72 Million
193,940 New
193,940 $2.72 Million

Others Institutions Holding PTY

About PIMCO CORPORATE & INCOME OPPORTUNITY FUND


  • Ticker PTY
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Description
  • PIMCO Corporate & Income Opportunity Fund is a closed-ended fixed income mutual fund launched and managed by Allianz Global Investors Fund Management LLC. It is co-managed by Pacific Investment Management Company LLC. The fund invests in fixed income markets across the globe. It invests in corporate debt obligations rated in the lowest inves...
More about PTY
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