Ae Wealth Management LLC Pimco Dynamic Income Opportunities Fund Transaction History
Ae Wealth Management LLC
- $13.5 Billion
- Q3 2025
A detailed history of Ae Wealth Management LLC transactions in Pimco Dynamic Income Opportunities Fund stock. As of the latest transaction made, Ae Wealth Management LLC holds 14,221 shares of PDO stock, worth $197,529. This represents 0.0% of its overall portfolio holdings.
Number of Shares
14,221
Previous 13,347
6.55%
Holding current value
$197,529
Previous $179,000
11.73%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding PDO
# of Institutions
133Shares Held
27.1MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY4.69MShares$65.1 Million0.0% of portfolio
-
Ubs Group Ag3.51MShares$48.7 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA2.6MShares$36.1 Million0.01% of portfolio
-
Sol Capital Management CO1.68MShares$23.3 Million2.13% of portfolio
-
Cercano Management LLC Bellevue, WA1.67MShares$23.1 Million1.03% of portfolio
About PIMCO Dynamic Income Opportunities Fund
- Ticker PDO
- Exchange NYSE
- Sector Basic Materials
- Industry Independent Oil & Gas