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ATX Financial Planning, LLC → PDI
ATX Financial Planning, LLC PDI Position History
PIMCO Dynamic Income Fund • Financial Services
Quarters held
1
Latest value
$5.3M
Q3 2026
Peak value
$5.3M
First seen
Q3 2026
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $5.3M | 207.1K | — | — |
Other funds holding PDI
$3.2B
$3.2B
$3.2B
$3.1B
$1.2B
$971.6M