Cliftonlarsonallen Wealth Advisors, LLC Pimco Corporate & Income Opportunity Fund Transaction History
Cliftonlarsonallen Wealth Advisors, LLC
- $5.95 Billion
- Q2 2025
A detailed history of Cliftonlarsonallen Wealth Advisors, LLC transactions in Pimco Corporate & Income Opportunity Fund stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 120,499 shares of PTY stock, worth $1.72 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
120,499
Previous 151,374
20.4%
Holding current value
$1.72 Million
Previous $2.19 Million
23.4%
% of portfolio
0.03%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding PTY
# of Institutions
224Shares Held
27.3MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC2.6MShares$37.1 Million0.01% of portfolio
-
Morgan Stanley New York, NY2.57MShares$36.7 Million0.0% of portfolio
-
Northwestern Mutual Wealth Management CO1.96MShares$28 Million0.02% of portfolio
-
Xml Financial, LLC1.51MShares$21.6 Million1.86% of portfolio
-
Cetera Investment Advisers Schaumburg, IL1.47MShares$20.9 Million0.04% of portfolio
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...