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Pimco Dynamic Incm Fund shares owned by Integrated Wealth Concepts

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

Historical chart of Integrated Wealth Concepts investment in Pimco Dynamic Incm Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Pimco Dynamic Incm Fund by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2025-09-30 $954k 48k 19.80
2025-06-30 $395k 21k 18.97
2025-03-31 $543k 27k 19.80
2024-12-31 $243k 13k 18.34
2024-09-30 $216k 11k 20.27
2023-06-30 $267k 14k 18.75

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View all positions for Integrated Wealth Concepts

Top funds holding Pimco Dynamic Incm Fund

Morgan Stanley
LPL Financial
Gridiron Partners
UBS Group
J.w. Cole Advisors
Cetera Investment Advisers
Royal Bank of Canada
PFG Investments
Raymond James Financial
Advisor Group Holdings
Commonwealth Equity Services
TD Waterhouse Canada
Cohen & Steers Capital Management
Cambridge Investment Research Advisors
Wells Fargo & Company

View all funds holding Pimco Dynamic Incm Fund