Want to track PDI and more in your Portfolio? 🎯
Sign up for Marketlog, a portfolio tracker that will exceed your expectations!
Pimco Dynamic Income Fund Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Shad Lamm Keystone Wealth Services LLC | 12,315 | $210,709.65 | $176,227.65 | -$34,482 | -16.36% |
 Jeffery Yorg Focus Partners Advisor Solutions LLC | 32,626 | $556,618.74 | $466,714.93 | -$89,903.81 | -16.15% |
 Larry Herold Herold Advisors Inc. | 25,948 | $470,160.02 | $372,224.06 | -$97,935.96 | -20.83% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 11,842 | $221,756.51 | $170,287.96 | -$51,468.55 | -23.21% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 54,559 | $1.09M | $762,734.82 | -$330,347.76 | -30.22% |
 Michael Capobianco MWA Asset Management | 18,625 | $342,028.74 | $267,641.25 | -$74,387.49 | -21.75% |
| WKS White Knight Strategic Wealth Advisors LLC White Knight Strategic Wealth Advisors LLC | 72,817 | $1.24M | $1.04M | -$197,021.74 | -15.9% |
 Bridget Fagerholt MAS Advisors LLC | 60,456 | $1.15M | $863,613.96 | -$284,317.51 | -24.77% |
 Timothy Tenneriello Oliver Lagore Vanvalin Investment Group | 1,700 | $31,048 | $24,284.5 | -$6,763.5 | -21.78% |
 Penny A. Phillips Journey Strategic Wealth LLC | 53,300 | $952,469.36 | $760,857.5 | -$191,611.86 | -20.12% |
| LWL Leo Wealth LLC Leo Wealth LLC | 10,000 | $171,100 | $142,850 | -$28,250 | -16.51% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 47,746 | $913,262.69 | $684,438.91 | -$228,823.78 | -25.06% |
 Richard A. Flora Key Client Fiduciary Advisors LLC | 38,936 | $746,396.66 | $559,315.64 | -$187,081.02 | -25.06% |
 Scott Williams Investmark Advisory Group LLC | 14,160 | $279,783.85 | $203,408.4 | -$76,375.45 | -27.3% |
 Timothy Gerlach Novem Group | 24,098 | $446,378.69 | $344,239.93 | -$102,138.76 | -22.88% |
 Amanda Hawley Atria Wealth Solutions Inc. | 78,400 | $1.44M | $1.13M | -$310,464 | -21.59% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 1,172 | $23,450.95 | $16,730.3 | -$6,720.65 | -28.66% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 949,054 | $16.78M | $13.53M | -$3.25M | -19.36% |
 Brian Dechow SWAN Capital LLC | 222 | $3,798 | $3,172.38 | -$625.62 | -16.47% |
 Victoria Latham Fiduciary Alliance LLC | 25,143 | $465,278.11 | $358,664.89 | -$106,613.22 | -22.91% |
2026 © Marketlog. All Rights Reserved.
