Sugarloaf Wealth Management, LLC Pimco Dynamic Income Fund Call Options Transaction History
Sugarloaf Wealth Management, LLC
- $493 Million
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding PDI
# of Institutions
301Shares Held
46.6MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY11.6MShares$224 Million0.02% of portfolio
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Bank Of America Corp Charlotte, NC2.61MShares$50.4 Million0.0% of portfolio
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Lpl Financial LLC Fort Mill, SC2.61MShares$50.3 Million0.02% of portfolio
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Atria Wealth Solutions, Inc. New York, NY1.46MShares$28.1 Million0.33% of portfolio
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Ubs Group Ag1.39MShares$26.7 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...