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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
2024-03-31 $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)
First Trust Global Tactical Commodity Strategy Fund Etf (FTGC)
Squarespace Inc Class A Stock (SQSP)
Apple Stock (AAPL)
Microsoft Stock (MSFT)
Schwab International Equity Etf Etf (SCHF)
Schwab Emerging Market Eq Etf Etf (SCHE)
Vanguard Total World Stock Etf Etf (VT)
Jpmorgan Ultra-short Income Etf Ultra Short Income Fund Etf (JPST)

View all positions for AllSquare Wealth Management

Top funds holding PIMCO Dynamic Income Opportuni

Morgan Stanley
UBS Group
Wells Fargo & Company
Cohen & Steers Capital Management
Penserra Capital Management
SOL Capital Management
Bank of America Corporation
Commonwealth Equity Services
Royal Bank of Canada
Cornerstone Advisory
Guggenheim Capital, LLC Managers
Element Wealth
LPL Financial
Capital Investment Advisors
Advisor Group Holdings

View all funds holding PIMCO Dynamic Income Opportuni