Institute For Wealth Management, Llc. Pimco Dynamic Income Fund Transaction History
Institute For Wealth Management, Llc.
- $929 Million
- Q3 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 12,257 shares of PDI stock, worth $226,386. This represents 0.03% of its overall portfolio holdings.
Number of Shares
12,257
Previous 12,205
0.43%
Holding current value
$226,386
Previous $231,000
4.76%
% of portfolio
0.03%
Previous 0.03%
Shares
11 transactions
Others Institutions Holding PDI
# of Institutions
366Shares Held
62.3MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY12.6MShares$232 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.92MShares$90.9 Million0.03% of portfolio
-
Gridiron Partners, LLC Wexford, PA3.38MShares$62.4 Million0.11% of portfolio
-
Bank Of America Corp Charlotte, NC3.07MShares$56.7 Million0.0% of portfolio
-
Ubs Group Ag1.72MShares$31.8 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...