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Pimco Dynamic Incm Fund shares owned by LifeWealth Investments

Quarter-by-quarter ownership of Pimco Dynamic Incm Fund (PDI) shares owned by LifeWealth Investments from 13F filings

Historical chart of LifeWealth Investments investment in Pimco Dynamic Incm Fund

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

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Quarterly reported holdings in Pimco Dynamic Incm Fund by LifeWealth Investments

Quarter filed Position value Share count Share price at filing
2025-09-30 $6.4M 323k 19.80
2025-06-30 $6.1M 322k 18.97
2025-03-31 $5.3M 270k 19.80
2024-12-31 $3.0M 166k 18.34

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Ishares Gold Tr Ishares New (IAU)
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Pimco Dynamic Income SHS (PDI)
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View all positions for LifeWealth Investments

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