Sugarloaf Wealth Management, LLC Pimco Dynamic Income Fund Transaction History
Sugarloaf Wealth Management, LLC
- $493 Million
- Q3 2024
A detailed history of Sugarloaf Wealth Management, LLC transactions in Pimco Dynamic Income Fund stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 1,253 shares of PDI stock, worth $24,045. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,253
Previous 1,253
-0.0%
Holding current value
$24,045
Previous $23,000
8.7%
% of portfolio
0.01%
Previous 0.0%
Shares
16 transactions
Others Institutions Holding PDI
# of Institutions
301Shares Held
46.6MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY11.6MShares$223 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC2.61MShares$50.2 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.61MShares$50.1 Million0.02% of portfolio
-
Atria Wealth Solutions, Inc. New York, NY1.46MShares$28 Million0.33% of portfolio
-
Ubs Group Ag1.39MShares$26.6 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...