Institute For Wealth Management, Llc. Pimco Dynamic Income Fund Transaction History
Institute For Wealth Management, Llc.
- $874 Million
- Q2 2025
A detailed history of Institute For Wealth Management, Llc. transactions in Pimco Dynamic Income Fund stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 12,205 shares of PDI stock, worth $233,237. This represents 0.03% of its overall portfolio holdings.
Number of Shares
12,205
Previous 12,155
0.41%
Holding current value
$233,237
Previous $240,000
3.75%
% of portfolio
0.03%
Previous 0.03%
Shares
10 transactions
Others Institutions Holding PDI
# of Institutions
347Shares Held
78.5MCall Options Held
0Put Options Held
0-
Kingstone Capital Partners Texas, LLC Frisco, TX22.4MShares$428 Million0.07% of portfolio
-
Morgan Stanley New York, NY13.1MShares$250 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.5MShares$66.9 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC2.9MShares$55.5 Million0.0% of portfolio
-
Commonwealth Equity Services, LLC1.58MShares$30.2 Million0.04% 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...