Adaptive Financial Consulting, LLC - PIMCO DYNAMIC CR INCOME FD ownership

Quarter-by-quarter ownership
Adaptive Financial Consulting, LLC ownership history of PIMCO DYNAMIC CR INCOME FD
ValueSharesWeighting
Q2 2021$208,000
+0.5%
9,3130.0%0.13%
-6.5%
Q1 2021$207,000
-60.0%
9,313
-69.7%
0.14%
-73.8%
Q1 2020$517,000
-35.0%
30,734
-2.6%
0.53%
-30.4%
Q4 2019$795,00031,5560.76%
Other shareholders
PIMCO DYNAMIC CR INCOME FD shareholders Q3 2023
NameSharesValueWeighting ↓
Secrest Blakey & Associates, LLC 157,305$2,899,0006.99%
McGowan Group Asset Management, Inc. 1,366,025$25,176,0004.69%
Thomas J. Herzfeld Advisors, Inc. 138,436$2,684,0001.32%
Coastal Bridge Advisors, LLC 175,328$3,231,0001.03%
Riverstone Advisors, LLC 64,921$1,197,0000.89%
Secure Asset Management, LLC 66,800$1,231,0000.87%
Family Management Corp 114,559$2,111,0000.86%
GARRISON BRADFORD & ASSOCIATES INC 31,200$575,0000.84%
Mathes Company, Inc. 84,400$1,555,0000.77%
Lehman & Derafelo Financial Resources LLC 97,807$1,803,0000.63%
View complete list of PIMCO DYNAMIC CR INCOME FD shareholders