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Pimco shares owned by Dynasty Wealth Management

Quarter-by-quarter ownership of Pimco (PYLD) shares owned by Dynasty Wealth Management from 13F filings

Historical chart of Dynasty Wealth Management investment in Pimco

Tip: Access up to 7 years of quarterly data

All positions including Pimco held by Dynasty Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pimco by Dynasty Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.5M 174k 25.76

More positions owned by Dynasty Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Trimtabs Etf Tr Fcf Us Qlty Etf (TTAC)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Us Aggbd Et (AGG)
Blackrock Etf Trust Ii Flexible Income (BINC)
Ishares Tr Mbs Etf (MBB)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Ishares Tr Hdg Msci Eafe (HEFA)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Ishares Tr Msci Usa Min Vol (USMV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Tcw Transform Etf Trust Transform System (NETZ)

View all positions for Dynasty Wealth Management

Top funds holding Pimco

HighTower Advisors
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Kelman-Lazarov
Wells Fargo & Company
Orion Portfolio Solutions
Bridgewealth Advisory Group
Aveo Capital Partners
Beta Wealth
LPL Financial

View all funds holding Pimco