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Pimco Dynamic Incm Fund shares owned by Walled Lake Planning & Wealth Management

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

Historical chart of Walled Lake Planning & 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 Walled Lake Planning & 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 Walled Lake Planning & Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $371k 19k 19.29
2023-09-30 $239k 14k 17.28
2023-06-30 $258k 14k 18.75

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View all positions for Walled Lake Planning & Wealth Management

Top funds holding Pimco Dynamic Incm Fund

Morgan Stanley
Bank of America Corporation
LPL Financial
Atria Wealth Solutions
Cohen & Steers Capital Management
UBS Group
Royal Bank of Canada
Advisor Group Holdings
SOL Capital Management
PFG Investments
TD Waterhouse Canada
Commonwealth Equity Services
Penserra Capital Management
Rivernorth Capital Management
Raymond James Financial Services Advisors

View all funds holding Pimco Dynamic Incm Fund