Consilium Wealth Advisory, LLC Pimco Dynamic Income Fund Transaction History
Consilium Wealth Advisory, LLC
- $181 Million
- Q3 2024
A detailed history of Consilium Wealth Advisory, LLC transactions in Pimco Dynamic Income Fund stock. As of the latest transaction made, Consilium Wealth Advisory, LLC holds 10,000 shares of PDI stock, worth $196,400. This represents 0.11% of its overall portfolio holdings.
Number of Shares
10,000
Previous 10,000
-0.0%
Holding current value
$196,400
Previous $188,000
7.45%
% of portfolio
0.11%
Previous 0.1%
Shares
4 transactions
Others Institutions Holding PDI
# of Institutions
287Shares Held
45.8MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY11.5MShares$225 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC2.78MShares$54.7 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.53MShares$49.7 Million0.02% of portfolio
-
Atria Wealth Solutions, Inc. New York, NY1.46MShares$28.7 Million0.31% of portfolio
-
Ubs Group Ag1.29MShares$25.3 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...