A detailed history of Wr Wealth Planners, LLC transactions in Pimco Dynamic Income Fund stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 809 shares of PDI stock, worth $15,913. This represents 0.0% of its overall portfolio holdings.

Number of Shares
809
Previous 782 3.45%
Holding current value
$15,913
Previous $14,000 14.29%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 17, 2024

BUY
$18.7 - $20.25 $504 - $546
27 Added 3.45%
809 $16,000
Q2 2024

Jul 31, 2024

BUY
$18.58 - $19.76 $14,529 - $15,452
782 New
782 $14,000

Others Institutions Holding PDI

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...
More about PDI
Track This Portfolio

Track Wr Wealth Planners, LLC Portfolio

Follow Wr Wealth Planners, 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 Wr Wealth Planners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wr Wealth Planners, LLC with notifications on news.