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Centric Wealth Management

SEC CIK
0001752761
Latest filing
Aug 6, 2026

PDO holding history

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

PDO overviewAll 13F holders of PDOFull Q2 2026 holdings

Shares (Q3 2022)
0
Sold out in Q3 2022
Value
$0
% of portfolio
0.0%
Quarters held
2
Since Q1 2022
Holdings of PDO by Centric Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20220$00.0%−27,024−100.0%Sold outHolders
Q2 202227,024$374.0K0.1%+5,556+25.9%AddedHolders
Q1 202221,468$365.0K0.1%+21,468NewHolders