Retirement Planning Group, LLC / Ny Pimco Dynamic Income Fund Transaction History
Retirement Planning Group, LLC / Ny
- $114 Billion
- Q2 2025
A detailed history of Retirement Planning Group, LLC / Ny transactions in Pimco Dynamic Income Fund stock. As of the latest transaction made, Retirement Planning Group, LLC / Ny holds 193,036 shares of PDI stock, worth $3.73 Million. This represents 3.25% of its overall portfolio holdings.
Number of Shares
193,036
Previous 191,927
0.58%
Holding current value
$3.73 Million
Previous $3.8 Billion
2.58%
% of portfolio
3.25%
Previous 3.87%
Shares
3 transactions
Others Institutions Holding PDI
# of Institutions
355Shares Held
78.9MCall Options Held
0Put Options Held
0-
Kingstone Capital Partners Texas, LLC Frisco, TX22.4MShares$433 Million0.07% of portfolio
-
Morgan Stanley New York, NY13.1MShares$253 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.5MShares$67.7 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC2.9MShares$56.1 Million0.0% of portfolio
-
Commonwealth Equity Services, LLC1.46MShares$28.1 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...