Icon Wealth Partners, LLC

SEC CIK: 0001718732
Latest filing: Nov 14, 2023

SEC filings (opens in a new tab)

PDO holding history

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

PDO overview All 13F holders of PDO Full Q3 2023 holdings

Shares (Q1 2022): 0; Sold out in Q1 2022
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q3 2021

Holdings of PDO by Icon Wealth Partners, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2022	0	$0	0.0%	−13,138−100.0%	Sold out	Holders
Q4 2021	13,138	$257.0K	<0.1%	+298+2.3%	Added	Holders
Q3 2021	12,840	$269.0K	<0.1%	+12,840	New	Holders