Summit Financial Wealth Advisors, LLC Pimco Dynamic Income Fund Transaction History

Summit Financial Wealth Advisors, LLC

$505 Million
Q3 2024

Shares

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2018 Oct 22, 2018	SELL	$31.93 - $33.65 $249,054 - $262,470	-7,800 Closed	0 $0
Q1 2018 Apr 09, 2018	BUY	$29.57 - $30.86 $230,646 - $240,708	7,800 New	7,800 $241,000
Q1 2018 Apr 06, 2018	SELL	$29.57 - $30.86 $230,646 - $240,708	-7,800 Closed	0 $0
Q3 2017 Nov 06, 2017	SELL	$28.98 - $31.03 $37,674 - $40,339	-1,300 Reduced 14.29%	7,800 $241,000
Q2 2017 Aug 14, 2017	BUY	N/A	9,100	9,100 $275,000

Others Institutions Holding PDI

# of Institutions

302

Shares Held

46.6M

Call Options Held

0

Put Options Held

0

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...

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