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

Williams Jones Wealth Management, Llc.

  • $8.55 Billion
  • Q3 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 22,807 shares of PDO stock, worth $314,280. This represents 0.0% of its overall portfolio holdings.

Number of Shares
22,807
Previous 19,275 18.32%
Holding current value
$314,280
Previous $259,000 24.32%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
BUY
$13.32 - $14.12 $47,046 - $49,871
3,532 Added 18.32%
22,807 $322,000
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
145
Shares Held
27.7M
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
Track This Portfolio

Track Williams Jones Wealth Management, Llc. Portfolio

Follow Williams Jones Wealth Management, Llc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Williams Jones Wealth Management, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Williams Jones Wealth Management, Llc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email