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PIMCO Dynamic Income Opportunities Fund Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| PER Paul E. Rasmussen SIT INVESTMENT ASSOCIATES Inc. | 60,514 | $782,000 | $788,799.99 | $6,799.99 | 0.87% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 1,533 | $19,239.08 | $19,982.65 | $743.57 | 3.86% |
 Jeff Ameen Spire Wealth Management | 3,733 | $51,417.47 | $48,603.66 | -$2,813.81 | -5.47% |
| TCL Therese C.D. Linden Bank of New Hampshire | 3,725 | $56,776.75 | $49,076.87 | -$7,699.88 | -13.56% |
 Kimberly Cappellano Private Wealth Asset Management LLC | 20,484 | $282,996.44 | $267,521.04 | -$15,475.4 | -5.47% |
| SE Sima Elimelech Activest Wealth Management | 4,945 | $68,443 | $64,828.95 | -$3,614.05 | -5.28% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 2,600 | $35,036.22 | $34,047 | -$989.22 | -2.82% |
 Lonny Elfenbein West Michigan Advisors LLC | 25,000 | $323,250 | $327,750 | $4,500 | 1.39% |
 Cole Bruner Buska Wealth Management LLC | 21,147 | $297,175.37 | $276,285.55 | -$20,889.82 | -7.03% |
| MS Michael Schneck Gridiron Partners LLC | 26,433 | $373,233.96 | $346,536.63 | -$26,697.33 | -7.15% |
 Amanda Hawley Atria Wealth Solutions Inc. | 37,700 | $496,818 | $494,624 | -$2,194 | -0.44% |
 Daniel Guy Ethos Financial Group LLC | 10,000 | $128,979.33 | $131,200 | $2,220.67 | 1.72% |
 Jill Batley Gateway Wealth Partners LLC | 11,222 | $145,100 | $147,513.19 | $2,413.19 | 1.66% |
| PIL PFG Investments LLC PFG Investments LLC | 30,136 | $399,255.69 | $396,137.72 | -$3,117.97 | -0.78% |
 John Shanley Aspect Partners, LLC | 1,269 | $17,876.49 | $16,636.59 | -$1,239.9 | -6.94% |
 Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 11,430 | $160,971.95 | $150,247.35 | -$10,724.6 | -6.66% |
 Kevin Bresler TD Waterhouse Canada Inc. | 7,800 | $109,027.82 | $102,687 | -$6,340.82 | -5.82% |
 Courtney Haddad Concurrent Investment Advisors, LLC | 97,775 | $1.35M | $1.29M | -$64,258.61 | -4.76% |
 Goldstone Financial Group LLC Goldstone Financial Group LLC | 64,610 | $854,030.49 | $850,590.65 | -$3,439.84 | -0.4% |
 Highline Wealth Partners LLC Highline Wealth Partners LLC | 200 | $2,824 | $2,604 | -$220 | -7.79% |
