Morgan Rosel Wealth Management, LLC Pimco Dynamic Income Fund Transaction History
Morgan Rosel Wealth Management, LLC
- $292 Million
- Q4 2024
A detailed history of Morgan Rosel Wealth Management, LLC transactions in Pimco Dynamic Income Fund stock. As of the latest transaction made, Morgan Rosel Wealth Management, LLC holds 95,843 shares of PDI stock, worth $1.87 Million. This represents 0.6% of its overall portfolio holdings.
Number of Shares
95,843
Previous 88,766
7.97%
Holding current value
$1.87 Million
Previous $1.8 Million
2.23%
% of portfolio
0.6%
Previous 0.62%
Shares
11 transactions
Others Institutions Holding PDI
# of Institutions
328Shares Held
51.9MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY12.2MShares$238 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.9MShares$56.7 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC2.84MShares$55.5 Million0.0% of portfolio
-
Atria Wealth Solutions, Inc. New York, NY1.8MShares$35.1 Million0.38% of portfolio
-
Ubs Group Ag1.45MShares$28.3 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...