Altus Wealth Group LLC Pimco Income Strategy Fund Transaction History

Altus Wealth Group LLC

$229 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 14, 2021	SELL	$11.36 - $12.01 $17,040 - $18,015	-1,500 Closed	0 $0
Q4 2020 Feb 12, 2021	BUY	$10.07 - $11.45 $15,105 - $17,175	1,500 New	1,500 $17,000

Others Institutions Holding PFL

# of Institutions

69

Shares Held

6.63M

Call Options Held

0

Put Options Held

0

Rivernorth Capital Management, LLC West Palm Beach, FL

1.25M
Shares

$10.4 Million
0.59% of portfolio
Gallagher Benefit Services, Inc. Rolling Meadows, IL

596K
Shares

$4.98 Million
1.02% of portfolio
F3 Logic, LLC

596K
Shares

$4.98 Million
1.02% of portfolio
Morgan Stanley New York, NY

418K
Shares

$3.49 Million
0.0% of portfolio
Guggenheim Capital LLC Chicago, IL

369K
Shares

$3.08 Million
0.02% of portfolio

About PIMCO INCOME STRATEGY FUND

Ticker PFL
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
PIMCO Income Strategy Fund is a closed-ended fixed income mutual fund launched and managed by Allianz Global Investors Fund Management LLC. The fund is co-managed by Pacific Investment Management Company LLC. It invests in fixed income markets across the globe. The fund invests in a diversified portfolio of floating rate debt instruments with an...

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