Wagner Wealth Management, LLC Pimco Dynamic Income Fund Transaction History
Wagner Wealth Management, LLC
- $311 Million
- Q1 2025
A detailed history of Wagner Wealth Management, LLC transactions in Pimco Dynamic Income Fund stock. As of the latest transaction made, Wagner Wealth Management, LLC holds 366,739 shares of PDI stock, worth $6.91 Million. This represents 2.33% of its overall portfolio holdings.
Number of Shares
366,739
Previous 576,134
36.34%
Holding current value
$6.91 Million
Previous $10.6 Million
31.28%
% of portfolio
2.33%
Previous 3.58%
Shares
17 transactions
Others Institutions Holding PDI
# of Institutions
347Shares Held
55.1MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY12.2MShares$230 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.5MShares$66 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC2.84MShares$53.5 Million0.0% of portfolio
-
Commonwealth Equity Services, LLC1.58MShares$29.8 Million0.04% of portfolio
-
Atria Wealth Solutions, Inc. New York, NY1.52MShares$28.6 Million0.38% 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...