Walled Lake Planning & Wealth Management, LLC Pimco Dynamic Income Fund Transaction History
Walled Lake Planning & Wealth Management, LLC
- $246 Million
- Q3 2024
A detailed history of Walled Lake Planning & Wealth Management, LLC transactions in Pimco Dynamic Income Fund stock. As of the latest transaction made, Walled Lake Planning & Wealth Management, LLC holds 19,470 shares of PDI stock, worth $370,514. This represents 0.16% of its overall portfolio holdings.
Number of Shares
19,470
Previous 19,352
0.61%
Holding current value
$370,514
Previous $364,000
8.24%
% of portfolio
0.16%
Previous 0.16%
Shares
6 transactions
Others Institutions Holding PDI
# of Institutions
301Shares Held
46.6MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY11.6MShares$221 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC2.61MShares$49.8 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.61MShares$49.7 Million0.02% of portfolio
-
Atria Wealth Solutions, Inc. New York, NY1.46MShares$27.8 Million0.33% of portfolio
-
Ubs Group Ag1.39MShares$26.4 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...