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Carolina Wealth Management Inc → PDO

Carolina Wealth Management Inc PDO Position History

Pimco Dynamic Income Opportunities Fund • Financial Services

Quarters held
1
Latest value
$585K
Q3 2026
Peak value
$585K
First seen
Q3 2026

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$585K49.3K——

Other funds holding PDO

Other Carolina Wealth Management Inc positions

SCHW-PJ

SCHWAB STRATEGIC TR

$33.1M
SCHW-PJ

SCHWAB STRATEGIC TR

$30.9M
SCHW-PJ

SCHWAB STRATEGIC TR

$29.1M
SCHW-PJ

SCHWAB STRATEGIC TR

$28.8M
VGES

VANGUARD INDEX FDS

$16.4M
VGES

VANGUARD INDEX FDS

$15.8M
VGES

VANGUARD WHITEHALL FDS

$10M
VGES

VANGUARD WHITEHALL FDS

$9.8M
Carolina Wealth Management Inc PDO Holdings: 13F Position History | Track13F