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Pimco Dynamic Incm Fund shares owned by Icon Wealth Advisors

Quarter-by-quarter ownership of Pimco Dynamic Incm Fund (PDI) shares owned by Icon Wealth Advisors from 13F filings

Historical chart of Icon Wealth Advisors investment in Pimco Dynamic Incm Fund

Tip: Access up to 7 years of quarterly data

All positions including Pimco Dynamic Incm Fund held by Icon Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pimco Dynamic Incm Fund by Icon Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $199k 10k 19.29
2023-12-31 $185k 10k 17.95
2022-12-31 $918k 50k 18.48
2022-09-30 $1.1M 56k 19.38

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Top funds holding Pimco Dynamic Incm Fund

LPL Financial
Bank of America Corporation
Atria Wealth Solutions
UBS Group
Royal Bank of Canada
Advisor Group Holdings
Rivernorth Capital Management
SOL Capital Management
PFG Investments
TD Waterhouse Canada
Commonwealth Equity Services
Penserra Capital Management
Raymond James Financial Services Advisors
Cornerstone Advisory
Wagner Wealth Management

View all funds holding Pimco Dynamic Incm Fund