Exencial Wealth Advisors, LLC Pimco Dynamic Income Fund Transaction History
Exencial Wealth Advisors, LLC
- $2.63 Billion
- Q1 2024
Shares
2 transactions
Others Institutions Holding PDI
# of Institutions
270Shares Held
43.7MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY10.8MShares$206 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC2.52MShares$48 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.41MShares$46 Million0.03% of portfolio
-
Atria Wealth Solutions, Inc. New York, NY1.36MShares$25.9 Million0.3% of portfolio
-
Cohen & Steers, Inc. New York, NY1.35MShares$25.7 Million0.05% 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...