Clear Perspectives Financial Planning, LLC Pimco Dynamic Income Fund Transaction History
Clear Perspectives Financial Planning, LLC
- $178 Million
- Q1 2023
Shares
3 transactions
Others Institutions Holding PDI
# of Institutions
287Shares Held
45.8MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY11.5MShares$225 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC2.78MShares$54.7 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.53MShares$49.7 Million0.02% of portfolio
-
Atria Wealth Solutions, Inc. New York, NY1.46MShares$28.7 Million0.31% of portfolio
-
Ubs Group Ag1.29MShares$25.3 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...