Diversify Wealth Management, LLC Pimco Dynamic Income Fund Transaction History
Diversify Wealth Management, LLC
- $1.62 Trillion
- Q2 2025
A detailed history of Diversify Wealth Management, LLC transactions in Pimco Dynamic Income Fund stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 32,935 shares of PDI stock, worth $654,418. This represents 0.04% of its overall portfolio holdings.
Number of Shares
32,935
Previous 30,557
7.78%
Holding current value
$654,418
Previous $563 Million
11.58%
% of portfolio
0.04%
Previous 0.04%
Shares
4 transactions
Others Institutions Holding PDI
# of Institutions
356Shares Held
80MCall Options Held
0Put Options Held
0-
Kingstone Capital Partners Texas, LLC Frisco, TX22.4MShares$445 Million0.07% of portfolio
-
Morgan Stanley New York, NY12.6MShares$250 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.18MShares$83 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC3.07MShares$61 Million0.0% of portfolio
-
Ubs Group Ag1.72MShares$34.2 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...