Strategic Family Wealth Counselors, L.L.C. Pimco Income Strategy Fund Ii Transaction History

Strategic Family Wealth Counselors, L.L.C.

$281 Million
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Jul 13, 2020	SELL	$7.0 - $9.2 $157,500 - $206,999	-22,500 Closed	0 $0
Q1 2020 Apr 16, 2020	BUY	$5.87 - $10.9 $132,075 - $245,250	22,500 New	22,500 $171,000

Others Institutions Holding PFN

# of Institutions

115

Shares Held

14.5M

Call Options Held

Put Options Held

Rivernorth Capital Management, LLC West Palm Beach, FL

2.62M
Shares

$19.7 Million
1.1% of portfolio
Guggenheim Capital LLC Chicago, IL

1.41M
Shares

$10.6 Million
0.08% of portfolio
Lpl Financial LLC Fort Mill, SC

1.13M
Shares

$8.46 Million
0.0% of portfolio
Ever Source Wealth Advisors, LLC

827K
Shares

$6.2 Million
0.43% of portfolio
Cohen & Steers, Inc. New York, NY

781K
Shares

$5.86 Million
0.01% of portfolio

View Full List

About PIMCO Income Strategy Fund II

Ticker PFN
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
PIMCO Income Strategy Fund II is a closed-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 the fixed income markets of the United States. It invests in securities of companies operating across the diversified sec...

More about PFN

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