Heritage Wealth Advisors Pimco Corporate & Income Opportunity Fund Transaction History
Heritage Wealth Advisors
- $2.03 Billion
- Q2 2025
A detailed history of Heritage Wealth Advisors transactions in Pimco Corporate & Income Opportunity Fund stock. As of the latest transaction made, Heritage Wealth Advisors holds 1,620 shares of PTY stock, worth $22,226. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,620
Previous 1,620
-0.0%
Holding current value
$22,226
Previous $23,000
4.35%
% of portfolio
0.0%
Previous 0.0%
Shares
6 transactions
Others Institutions Holding PTY
# of Institutions
230Shares Held
27.2MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC2.6MShares$35.7 Million0.01% of portfolio
-
Morgan Stanley New York, NY2.57MShares$35.2 Million0.0% of portfolio
-
Northwestern Mutual Wealth Management CO1.96MShares$26.9 Million0.02% of portfolio
-
Xml Financial, LLC1.54MShares$21.2 Million1.85% of portfolio
-
Cetera Investment Advisers Schaumburg, IL1.47MShares$20.1 Million0.04% of portfolio
About PIMCO CORPORATE & INCOME OPPORTUNITY FUND
- Ticker PTY
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management
- Description
- PIMCO Corporate & Income Opportunity Fund is a closed-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 corporate debt obligations rated in the lowest inves...