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Pimco Dynamic Incm Fund shares owned by Rsm Us Wealth Management

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

Historical chart of Rsm Us 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 Rsm Us 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 Rsm Us Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $7.0M 344k 20.33
2024-06-30 $6.3M 332k 18.99
2024-03-31 $6.1M 318k 19.29
2023-12-31 $5.6M 308k 18.17

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Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Apple (AAPL)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Microsoft Corporation (MSFT)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
NVIDIA Corporation (NVDA)
Bank of America Corporation (BAC)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Msci Eafe (IEFA)
Amazon (AMZN)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Rsm Us 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