Consilium Wealth Advisory »

Pimco Dynamic Incm Fund shares owned by Consilium Wealth Advisory

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

Historical chart of Consilium Wealth Advisory investment in Pimco Dynamic Incm Fund

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Pimco Dynamic Incm Fund by Consilium Wealth Advisory

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 $226k 12k 18.75
2022-03-31 $409k 17k 24.38
2021-12-31 $435k 17k 25.93

More positions owned by Consilium Wealth Advisory

Ishares Tr Grwt Allocat Etf (AOR)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Apple (AAPL)
Wells Fargo & Company (WFC)
NVIDIA Corporation (NVDA)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Core Msci Euro (IEUR)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr Aggres Alloc Etf (AOA)
Ishares Tr Modert Alloc Etf (AOM)
Amazon (AMZN)
Meta Platforms Cl A (META)

View all positions for Consilium Wealth Advisory

Top funds holding Pimco Dynamic Incm Fund

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

View all funds holding Pimco Dynamic Incm Fund