Cary Street Partners Financial LLC FLAHERTY & CRUMRINE DYNAMIC PF SHS Transaction History

Cary Street Partners Financial LLC

  • $3.16 Trillion
  • Q1 2025
Number of Shares
25,651
Previous 26,396 2.82%
Holding current value
$519 Million
Previous $526 Million 1.36%
% of portfolio
0.02%
Previous 0.02%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 09, 2025
SELL
N/A
-745 Reduced 2.82%
25,651 $519 Million
Q4 2024

Feb 14, 2025
BUY
N/A
26,396 New
26,396 $526 Million
Track This Portfolio

Track Cary Street Partners Financial LLC Portfolio

Follow Cary Street Partners Financial LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cary Street Partners Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cary Street Partners Financial LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email