Institute For Wealth Management, Llc. Pimco Dynamic Income Fund Transaction History

Institute For Wealth Management, Llc.

$788 Million
Q4 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2020 Nov 03, 2020	SELL	$24.01 - $25.36 $535,374 - $565,477	-22,298 Closed	0 $0
Q2 2020 Jul 30, 2020	BUY	$20.04 - $27.04 $42,104 - $56,811	2,101 Added 10.4%	22,298 $551,000
Q1 2020 Apr 29, 2020	BUY	$17.74 - $33.61 $49,228 - $93,267	2,775 Added 15.93%	20,197 $446,000
Q4 2019 Feb 27, 2020	BUY	$32.37 - $33.83 $545,661 - $570,272	16,857 Added 2983.54%	17,422 $565,000
Q4 2019 Jan 27, 2020	SELL	$32.37 - $33.83 $507,043 - $529,913	-15,664 Reduced 96.52%	565 $565,000
Q3 2019 Oct 28, 2019	BUY	$30.72 - $32.54 $289,013 - $306,136	9,408 Added 137.93%	16,229 $528,000
Q2 2019 Aug 02, 2019	BUY	$30.73 - $33.25 $2,058 - $2,227	67 Added 0.99%	6,821 $219,000
Q1 2019 May 15, 2019	BUY	$29.43 - $32.5 $198,770 - $219,505	6,754 New	6,754 $217,000

Others Institutions Holding PDI

# of Institutions

332

Shares Held

52.1M

Call Options Held

0

Put Options Held

0

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...

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