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Pimco Dynamic Incm Fund shares owned by Prosperity Wealth Management

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

Historical chart of Prosperity Wealth Management investment in Pimco Dynamic Incm Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Pimco Dynamic Incm Fund by Prosperity Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $283k 15k 18.34
2024-09-30 $461k 23k 20.27
2023-12-31 $184k 10k 17.95
2023-09-30 $416k 24k 17.28

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View all positions for Prosperity Wealth Management

Top funds holding Pimco Dynamic Incm Fund

Morgan Stanley
LPL Financial
Bank of America Corporation
Atria Wealth Solutions
UBS Group
Cohen & Steers Capital Management
PFG Investments
Raymond James Financial
Cetera Investment Advisers
Royal Bank of Canada
Commonwealth Equity Services
TD Waterhouse Canada
Advisor Group Holdings
Cambridge Investment Research Advisors
Wells Fargo & Company

View all funds holding Pimco Dynamic Incm Fund