Ae Wealth Management LLC Pimco Dynamic Income Fund Transaction History
Ae Wealth Management LLC
- $10.4 Billion
- Q1 2025
A detailed history of Ae Wealth Management LLC transactions in Pimco Dynamic Income Fund stock. As of the latest transaction made, Ae Wealth Management LLC holds 52,941 shares of PDI stock, worth $972,526. This represents 0.01% of its overall portfolio holdings.
Number of Shares
52,941
Previous 212,959
75.14%
Holding current value
$972,526
Previous $3.91 Million
73.16%
% of portfolio
0.01%
Previous 0.04%
Shares
14 transactions
Others Institutions Holding PDI
# of Institutions
345Shares Held
57.4MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY13.1MShares$241 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.5MShares$64.3 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC2.9MShares$53.3 Million0.0% of portfolio
-
Commonwealth Equity Services, LLC1.58MShares$29 Million0.04% of portfolio
-
Atria Wealth Solutions, Inc. New York, NY1.52MShares$27.9 Million0.38% of portfolio
About PIMCO Dynamic Income Fund
- Ticker PDI
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management
- Description
- PIMCO Dynamic Income Fund is a close 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 multiple fixed-income sectors, including non-agency residential and comme...