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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
2024-09-30 $209k 10k 20.27
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

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

View all funds holding Pimco Dynamic Incm Fund