Back to PDO
B. Riley Wealth Advisors, Inc. → PDO
B. Riley Wealth Advisors, Inc. PDO Position History
Pimco Dynamic Income Opportunities Fund • Financial Services
Quarters held
4
Latest value
$136K
Q3 2026
Peak value
$258K
First seen
Q1 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q1 2025 | $206K |
| Q3 2025 | $258K |
| Q4 2025 | $139K |
| Q3 2026 | $136K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $136K | 11.5K | — | — |
| Q4 2025 | $139K | 10.0K | — | — |
| Q3 2025 | $258K | 18.3K | — | — |
| Q1 2025 | $206K | 14.9K | — | — |
Other funds holding PDO
$423.2M
$74.7M
$68.4M
$66.3M
$65.8M