Wealth Enhancement Advisory Services, LLC Pimco Dynamic Income Fund Transaction History
Wealth Enhancement Advisory Services, LLC
- $55.6 Billion
- Q2 2025
A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Pimco Dynamic Income Fund stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 133,891 shares of PDI stock, worth $2.42 Million. This represents 0.0% of its overall portfolio holdings.
Number of Shares
133,891
Previous 148,433
9.8%
Holding current value
$2.42 Million
Previous $2.94 Million
13.58%
% of portfolio
0.0%
Previous 0.01%
Shares
9 transactions
Others Institutions Holding PDI
# of Institutions
360Shares Held
61MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY12.6MShares$227 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.18MShares$75.4 Million0.03% of portfolio
-
Gridiron Partners, LLC Wexford, PA3.38MShares$61 Million0.11% of portfolio
-
Bank Of America Corp Charlotte, NC3.07MShares$55.4 Million0.0% of portfolio
-
Ubs Group Ag1.72MShares$31 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...