Williams Jones Wealth Management, Llc. Pimco Dynamic Income Opportunities Fund Transaction History

Williams Jones Wealth Management, Llc.

  • $7.7 Billion
  • Q1 2025

A detailed history of Williams Jones Wealth Management, Llc. transactions in Pimco Dynamic Income Opportunities Fund stock. As of the latest transaction made, Williams Jones Wealth Management, Llc. holds 19,275 shares of PDO stock, worth $258,477. This represents 0.0% of its overall portfolio holdings.

Number of Shares
19,275
Previous 19,275 -0.0%
Holding current value
$258,477
Previous $261,000 2.3%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
SELL
$13.12 - $14.37 $60,680 - $66,461
-4,625 Reduced 19.35%
19,275 $261,000
Q3 2024

Nov 14, 2024
BUY
$13.15 - $14.12 $26,431 - $28,381
2,010 Added 9.18%
23,900 $337,000
Q1 2024

May 07, 2024
SELL
$12.36 - $13.23 $10,135 - $10,848
-820 Reduced 3.61%
21,890 $288,000
Q3 2023

Nov 14, 2023
BUY
$11.88 - $13.21 $269,794 - $299,999
22,710 New
22,710 $269,000

Others Institutions Holding PDO

# of Institutions
127
Shares Held
25.6M
Call Options Held
0
Put Options Held
0
View Full List

About PIMCO Dynamic Income Opportunities Fund

PDO Quotes by TradingView
  • Ticker PDO
  • Exchange NYSE
  • Sector Basic Materials
  • Industry Independent Oil & Gas
More about PDO
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