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Pimco Fds Mgt Total Return Fd Cl D
Pimco Fds Mgt Total Return Fd Cl D. Institutional holdings reported to the SEC.
Institutional Holders (2016Q2)
Portfolio Summary: 2 Institutional holders with a total value of $184,383.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 WEALTHPLAN PARTNERS, LLC 13,228 136,383 73.97%
2 ADVOCACY WEALTH MANAGEMENT SERVICES, LLC 4,615 48,000 26.03%

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.