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Pimco Dynamic Incm Fund shares owned by WealthTrust Asset Management

Quarter-by-quarter ownership of Pimco Dynamic Incm Fund (PDI) shares owned by WealthTrust Asset Management from 13F filings

Historical chart of WealthTrust Asset Management investment in Pimco Dynamic Incm Fund

Tip: Access up to 7 years of quarterly data

All positions including Pimco Dynamic Incm Fund held by WealthTrust Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pimco Dynamic Incm Fund by WealthTrust Asset Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $193k 10k 19.29
2023-12-31 $180k 10k 17.95
2023-09-30 $173k 10k 17.28
2023-06-30 $188k 10k 18.75

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View all positions for WealthTrust Asset Management

Top funds holding Pimco Dynamic Incm Fund

Morgan Stanley
Bank of America Corporation
LPL Financial
Atria Wealth Solutions
Cohen & Steers Capital Management
UBS Group
Royal Bank of Canada
Advisor Group Holdings
SOL Capital Management
PFG Investments
TD Waterhouse Canada
Commonwealth Equity Services
Penserra Capital Management
Rivernorth Capital Management
Raymond James Financial Services Advisors

View all funds holding Pimco Dynamic Incm Fund