Ever Source Wealth Advisors, LLC Pimco Dynamic Income Opportunities Fund Transaction History

Ever Source Wealth Advisors, LLC

  • $1.66 Billion
  • Q1 2025

A detailed history of Ever Source Wealth Advisors, LLC transactions in Pimco Dynamic Income Opportunities Fund stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 5,500 shares of PDO stock, worth $74,250. This represents 0.0% of its overall portfolio holdings.

Number of Shares
5,500
Previous 4,500 22.22%
Holding current value
$74,250
Previous $61,000 24.59%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
BUY
$13.33 - $14.08 $13,330 - $14,080
1,000 Added 22.22%
5,500 $76,000
Q3 2024

Nov 08, 2024
BUY
$13.15 - $14.12 $59,175 - $63,540
4,500 New
4,500 $63,000

Others Institutions Holding PDO

# of Institutions
127
Shares Held
25.6M
Call Options Held
0
Put Options Held
0
View Full List

About PIMCO Dynamic Income Opportunities Fund

PDO Quotes by TradingView
  • Ticker PDO
  • Exchange NYSE
  • Sector Basic Materials
  • Industry Independent Oil & Gas
More about PDO
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