Ep Wealth Advisors, LLC Pimco Dynamic Income Fund Transaction History
Ep Wealth Advisors, LLC
- $11.7 Billion
- Q4 2024
A detailed history of Ep Wealth Advisors, LLC transactions in Pimco Dynamic Income Fund stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 18,652 shares of PDI stock, worth $365,765. This represents 0.0% of its overall portfolio holdings.
Number of Shares
18,652
Previous 21,234
12.16%
Holding current value
$365,765
Previous $429,000
20.28%
% of portfolio
0.0%
Previous 0.0%
Shares
7 transactions
Others Institutions Holding PDI
# of Institutions
332Shares Held
52.1MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY12.2MShares$239 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.9MShares$56.9 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC2.84MShares$55.6 Million0.0% of portfolio
-
Atria Wealth Solutions, Inc. New York, NY1.8MShares$35.2 Million0.38% of portfolio
-
Ubs Group Ag1.45MShares$28.4 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...