Concord Wealth Partners Pimco Dynamic Income Fund Transaction History
Concord Wealth Partners
- $599 Million
- Q1 2025
A detailed history of Concord Wealth Partners transactions in Pimco Dynamic Income Fund stock. As of the latest transaction made, Concord Wealth Partners holds 9,890 shares of PDI stock, worth $182,173. This represents 0.03% of its overall portfolio holdings.
Number of Shares
9,890
Previous 9,459
4.56%
Holding current value
$182,173
Previous $173,000
12.72%
% of portfolio
0.03%
Previous 0.03%
Shares
15 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$64.5 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC2.9MShares$53.5 Million0.0% of portfolio
-
Commonwealth Equity Services, LLC1.58MShares$29.1 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...