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Pimco Dynamic Incm Fund shares owned by Merkkuri Wealth Advisors

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

Historical chart of Merkkuri 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 Merkkuri 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 Merkkuri Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $590k 29k 20.27
2024-06-30 $247k 13k 18.81

More positions owned by Merkkuri Wealth Advisors

Schwab Us Dividend Equity Etf Equities (SCHD)
Spdr Portfolio S&p 500 Etf Equities (SPLG)
Spdr S&p500 Etf Trust Trust Unit Depositary Receipt Equities (SPY)
Ishares Trust Core Msci Eafe Etf Equities (IEFA)
Invesco Qqq Tr Unit Ser 1 Equities (QQQ)
Fidelity Total Bond Etf Equities (FBND)
Ishares Core S&p Us Growth Etf Equities (IUSG)
Ishares Core S&p 500 Etf Equities (IVV)
Invesco Exchange Traded Fd Tr S&p500 Eql Wgt Equities (RSP)
J P Morgan Exchange Traded Fd Equity Premium Equities (JEPI)
Nvidia Corporation Equities (NVDA)
Ishares Core Us Aggregate Bond Etf Equities (AGG)
Ishares Core S&p Mid-cap Etf Equities (IJH)
Ishares Tr Core Total Usd Equities (IUSB)
Ishares Core Msci Emerging Markets Etf Equities (IEMG)

View all positions for Merkkuri Wealth Advisors

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