Concurrent Investment Advisors, LLC Pimco Dynamic Income Opportunities Fund Transaction History
Concurrent Investment Advisors, LLC
- $5.83 Trillion
- Q3 2025
A detailed history of Concurrent Investment Advisors, LLC transactions in Pimco Dynamic Income Opportunities Fund stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 88,675 shares of PDO stock, worth $1.2 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
88,675
Previous 80,892
9.62%
Holding current value
$1.2 Million
Previous $1.09 Billion
14.83%
% of portfolio
0.02%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding PDO
# of Institutions
132Shares Held
26.6MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY4.69MShares$63.6 Million0.0% of portfolio
-
Ubs Group Ag3.51MShares$47.5 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA2.6MShares$35.2 Million0.01% of portfolio
-
Sol Capital Management CO1.67MShares$22.7 Million2.19% of portfolio
-
Cercano Management LLC Bellevue, WA1.67MShares$22.6 Million0.71% of portfolio
About PIMCO Dynamic Income Opportunities Fund
- Ticker PDO
- Exchange NYSE
- Sector Basic Materials
- Industry Independent Oil & Gas