Heritage Wealth Management, LLC Pimco Dynamic Income Fund Transaction History
Heritage Wealth Management, LLC
- $177 Million
- Q2 2024
Shares
3 transactions
Others Institutions Holding PDI
# of Institutions
302Shares Held
46.7MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY11.6MShares$222 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC2.61MShares$50 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.61MShares$49.9 Million0.02% of portfolio
-
Atria Wealth Solutions, Inc. New York, NY1.46MShares$27.9 Million0.33% of portfolio
-
Ubs Group Ag1.39MShares$26.5 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...