BDO Wealth Advisors, LLC

SEC CIK: 0001713458
Latest filing: Aug 1, 2023

SEC filings (opens in a new tab)

PDI holding history

PIMCO Dynamic Income Fund in every 13F filed by BDO Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PDI overview All 13F holders of PDI Full Q2 2023 holdings

Shares (Q2 2023): 285,192
Value: $5.35M
% of portfolio: 0.6%
Quarters held: 5; Since Q2 2022

Holdings of PDI by BDO Wealth Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2023	285,192	$5.35M	0.6%	+10,077+3.7%	Added	Holders
Q1 2023	275,115	$4.96M	0.6%	+8,989+3.4%	Added	Holders
Q4 2022	266,126	$4.92M	0.6%	+8,520+3.3%	Added	Holders
Q3 2022	257,606	$4.99M	0.7%	+7,772+3.1%	Added	Holders
Q2 2022	249,834	$5.21M	0.6%	+249,834	New	Holders