Beta Wealth Group, Inc. Pimco Dynamic Income Fund Transaction History
Beta Wealth Group, Inc.
- $184 Million
- Q2 2025
A detailed history of Beta Wealth Group, Inc. transactions in Pimco Dynamic Income Fund stock. As of the latest transaction made, Beta Wealth Group, Inc. holds 346,914 shares of PDI stock, worth $6.33 Million. This represents 3.57% of its overall portfolio holdings.
Number of Shares
346,914
Previous 288,082
20.42%
Holding current value
$6.33 Million
Previous $5.7 Million
15.36%
% of portfolio
3.57%
Previous 2.87%
Shares
18 transactions
Others Institutions Holding PDI
# of Institutions
362Shares Held
61.1MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY12.6MShares$229 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.18MShares$76.2 Million0.03% of portfolio
-
Gridiron Partners, LLC Wexford, PA3.38MShares$61.6 Million0.11% of portfolio
-
Bank Of America Corp Charlotte, NC3.07MShares$56 Million0.0% of portfolio
-
Ubs Group Ag1.72MShares$31.4 Million0.01% 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...