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Concurrent Investment Advisors, LLC → PDO
Concurrent Investment Advisors, LLC PDO Position History
Pimco Dynamic Income Opportunities Fund • Financial Services
Quarters held
5
Latest value
$1.1M
Q3 2026
Peak value
$1.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.3M |
| Q4 2025 | $1.3M |
| Q1 2026 | $1.3M |
| Q2 2026 | $1.3M |
| Q3 2026 | $1.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.1M | 89.8K | — | — |
| Q2 2026 | $1.3M | 99.5K | — | — |
| Q1 2026 | $1.3M | 97.8K | — | — |
| Q4 2025 | $1.3M | 92.7K | — | — |
| Q3 2025 | $1.3M | 88.7K | — | — |
Other funds holding PDO
$423.2M
$74.7M
$68.4M
$66.3M
$65.8M