Morris Retirement Advisors, LLC Pimco Dynamic Income Fund Transaction History
Morris Retirement Advisors, LLC
- $184 Million
- Q1 2025
A detailed history of Morris Retirement Advisors, LLC transactions in Pimco Dynamic Income Fund stock. As of the latest transaction made, Morris Retirement Advisors, LLC holds 65,205 shares of PDI stock, worth $1.17 Million. This represents 0.7% of its overall portfolio holdings.
Number of Shares
65,205
Previous 57,228
13.94%
Holding current value
$1.17 Million
Previous $1.05 Million
22.69%
% of portfolio
0.7%
Previous 0.57%
Shares
18 transactions
Others Institutions Holding PDI
# of Institutions
336Shares Held
52.2MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY12.2MShares$218 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.9MShares$51.8 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC2.84MShares$50.7 Million0.0% of portfolio
-
Atria Wealth Solutions, Inc. New York, NY1.8MShares$32.1 Million0.38% of portfolio
-
Ubs Group Ag1.45MShares$25.9 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...