Kestra Private Wealth Services, LLC Pimco Dynamic Income Fund Transaction History
Kestra Private Wealth Services, LLC
- $6.57 Billion
- Q2 2025
A detailed history of Kestra Private Wealth Services, LLC transactions in Pimco Dynamic Income Fund stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 15,046 shares of PDI stock, worth $273,536. This represents 0.0% of its overall portfolio holdings.
Number of Shares
15,046
Previous 11,306
33.08%
Holding current value
$273,536
Previous $223,000
27.8%
% of portfolio
0.0%
Previous 0.0%
Shares
15 transactions
Others Institutions Holding PDI
# of Institutions
362Shares Held
60.8MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY12.6MShares$228 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.18MShares$76 Million0.03% of portfolio
-
Gridiron Partners, LLC Wexford, PA3.38MShares$61.4 Million0.11% of portfolio
-
Bank Of America Corp Charlotte, NC3.07MShares$55.8 Million0.0% of portfolio
-
Ubs Group Ag1.72MShares$31.3 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...