Summit Financial Wealth Advisors, LLC Pimco Dynamic Income Fund Transaction History
Summit Financial Wealth Advisors, LLC
- $609 Million
- Q3 2025
A detailed history of Summit Financial Wealth Advisors, LLC transactions in Pimco Dynamic Income Fund stock. As of the latest transaction made, Summit Financial Wealth Advisors, LLC holds 26,811 shares of PDI stock, worth $533,807. This represents 0.09% of its overall portfolio holdings.
Number of Shares
26,811
Previous 25,417
5.48%
Holding current value
$533,807
Previous $482,000
9.96%
% of portfolio
0.09%
Previous 0.09%
Shares
7 transactions
Others Institutions Holding PDI
# of Institutions
357Shares Held
80.1MCall Options Held
0Put Options Held
0-
Kingstone Capital Partners Texas, LLC Frisco, TX22.4MShares$446 Million0.07% of portfolio
-
Morgan Stanley New York, NY12.6MShares$250 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.18MShares$83.2 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC3.07MShares$61.1 Million0.0% of portfolio
-
Ubs Group Ag1.72MShares$34.2 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...