Kingswood Wealth Advisors, LLC Pimco Dynamic Income Opportunities Fund Transaction History

Kingswood Wealth Advisors, LLC

  • $1.11 Trillion
  • Q2 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in Pimco Dynamic Income Opportunities Fund stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 17,719 shares of PDO stock, worth $250,192. This represents 0.02% of its overall portfolio holdings.

Number of Shares
17,719
Previous 37,858 53.2%
Holding current value
$250,192
Previous $499 Million 52.77%
% of portfolio
0.02%
Previous 0.06%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 09, 2024
SELL
$12.48 - $13.38 $251,334 - $269,459
-20,139 Reduced 53.2%
17,719 $235 Million
Q1 2024

Apr 15, 2024
BUY
$12.36 - $13.23 $467,924 - $500,861
37,858 New
37,858 $499 Million
Q3 2023

Oct 23, 2023
SELL
$11.88 - $13.21 $13,519 - $15,032
-1,138 Reduced 5.32%
20,273 $241 Million
Q2 2023

Aug 09, 2023
BUY
$12.38 - $13.18 $265,068 - $282,196
21,411 New
21,411 $280 Million

Others Institutions Holding PDO

# of Institutions
108
Shares Held
21.3M
Call Options Held
0
Put Options Held
0
View Full List

About PIMCO Dynamic Income Opportunities Fund

PDO Quotes by TradingView
  • Ticker PDO
  • Exchange NYSE
  • Sector Basic Materials
  • Industry Independent Oil & Gas
More about PDO
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