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PIMCO Dynamic Income Opportuni shares owned by AllSquare Wealth Management

Quarter-by-quarter ownership of PIMCO Dynamic Income Opportuni (PDO) shares owned by AllSquare Wealth Management from 13F filings

Historical chart of AllSquare Wealth Management investment in PIMCO Dynamic Income Opportuni

Tip: Access up to 7 years of quarterly data

All positions including PIMCO Dynamic Income Opportuni held by AllSquare Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in PIMCO Dynamic Income Opportuni by AllSquare Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $16k 1.2k 13.59
2024-09-30 $17k 1.2k 14.12
2024-06-30 $16k 1.2k 13.29
2024-03-31 $16k 1.2k 13.17
2023-12-31 $15k 1.2k 12.24
2023-09-30 $14k 1.2k 11.88
2023-06-30 $15k 1.2k 12.53
2023-03-31 $15k 1.2k 12.40
2022-12-31 $15k 1.2k 12.77
2022-09-30 $8.0k 600 13.33
2022-06-30 $8.0k 600 13.33

More positions owned by AllSquare Wealth Management

Vanguard Total Stk Mkt Etf (VTI)
Vanguard Short Term Corp Bond Fd Etf Etf (VCSH)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Rydex Etf Trust S&p Smallcap 600 Pure Va Etf (RZV)
Vanguard Total International Bond Etf Etf (BNDX)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Aam Low Duration Preferred And Income Securities Etf Etf (PFLD)
Apple Stock (AAPL)
First Trust Global Tactical Commodity Strategy Fund Etf (FTGC)
Microsoft Stock (MSFT)
Schwab Emerging Market Eq Etf Etf (SCHE)
Jpmorgan Ultra-short Income Etf Etf (JPST)
Schwab International Equity Etf Etf (SCHF)
Google Stock (GOOGL)
Jpmorgan Chase & Co Stock (JPM)

View all positions for AllSquare Wealth Management

Top funds holding PIMCO Dynamic Income Opportuni

Morgan Stanley
UBS Group
Wells Fargo & Company
SOL Capital Management
Cohen & Steers Capital Management
Royal Bank of Canada
Invesco
Bank of America Corporation
Guggenheim Capital, LLC Managers
Commonwealth Equity Services
Cercano Management
Cornerstone Advisory
HighTower Advisors
Raymond James Financial
Element Wealth

View all funds holding PIMCO Dynamic Income Opportuni