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PIMCO Dynamic Income Opportuni shares owned by Tanglewood Legacy Advisors

Quarter-by-quarter ownership of PIMCO Dynamic Income Opportuni (PDO) shares owned by Tanglewood Legacy Advisors from 13F filings

Historical chart of Tanglewood Legacy Advisors investment in PIMCO Dynamic Income Opportuni

Tip: Access up to 7 years of quarterly data

All positions including PIMCO Dynamic Income Opportuni held by Tanglewood Legacy Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in PIMCO Dynamic Income Opportuni by Tanglewood Legacy Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $52k 3.7k 14.12
2025-06-30 $49k 3.7k 13.48
2025-03-31 $51k 3.7k 13.88

More positions owned by Tanglewood Legacy Advisors

Ishares Core MF Closed and MF Open (IUSV)
Ishares S&p MF Closed and MF Open (IUSG)
Ishares Russell MF Closed and MF Open (IWR)
Ishares Russell MF Closed and MF Open (IWF)
Pgim Aaa MF Closed and MF Open (PAAA)
First Trust MF Closed and MF Open (FMAY)
Ishares Russell MF Closed and MF Open (IWD)
First Trust MF Closed and MF Open (DMAY)
First Trust MF Closed and MF Open (FAPR)
SPDR S&P MF Closed and MF Open (SPY)
Apple Common Stock (AAPL)
Invesco Qqq MF Closed and MF Open (QQQ)
First Trust MF Closed and MF Open (GJAN)
First Trust MF Closed and MF Open (DNOV)
First Trust MF Closed and MF Open (DAPR)

View all positions for Tanglewood Legacy Advisors

Top funds holding PIMCO Dynamic Income Opportuni

Morgan Stanley
UBS Group
Wells Fargo & Company
SOL Capital Management
Cercano Management
Royal Bank of Canada
Cohen & Steers Capital Management
Invesco
Guggenheim Capital, LLC Managers
Commonwealth Equity Services
Raymond James Financial
HighTower Advisors
J.w. Cole Advisors
Envestnet Asset Management
Cornerstone Advisory

View all funds holding PIMCO Dynamic Income Opportuni