Ep Wealth Advisors, LLC Pimco Dynamic Income Fund Transaction History
Ep Wealth Advisors, LLC
- $14.6 Billion
- Q2 2025
A detailed history of Ep Wealth Advisors, LLC transactions in Pimco Dynamic Income Fund stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 33,474 shares of PDI stock, worth $603,870. This represents 0.0% of its overall portfolio holdings.
Number of Shares
33,474
Previous 25,777
29.86%
Holding current value
$603,870
Previous $510,000
24.51%
% of portfolio
0.0%
Previous 0.0%
Shares
9 transactions
Others Institutions Holding PDI
# of Institutions
360Shares Held
61.1MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY12.6MShares$227 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.18MShares$75.4 Million0.03% of portfolio
-
Gridiron Partners, LLC Wexford, PA3.38MShares$61 Million0.11% of portfolio
-
Bank Of America Corp Charlotte, NC3.07MShares$55.4 Million0.0% of portfolio
-
Ubs Group Ag1.72MShares$31 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...