Revisor Wealth Management LLC FLAHERTY & CRUMRINE DYNAMIC Transaction History

Revisor Wealth Management LLC

  • $108 Billion
  • Q4 2024
Number of Shares
24,339
Previous 47,242 48.48%
Holding current value
$485 Million
Previous $1.02 Billion 52.22%
% of portfolio
0.45%
Previous 0.63%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 19, 2025
SELL
N/A
-22,903 Reduced 48.48%
24,339 $485 Million
Q3 2024

Nov 08, 2024
SELL
N/A
-11,147 Reduced 19.09%
47,242 $1.02 Billion
Q2 2024

Aug 09, 2024
SELL
N/A
-25,126 Reduced 30.09%
58,389 $1.12 Billion
Q1 2024

Apr 22, 2024
BUY
N/A
37,390 Added 81.06%
83,515 $1.54 Billion
Q4 2023

Jan 10, 2024
SELL
N/A
-9,671 Reduced 17.33%
46,125 $819 Million
Q3 2023

Nov 16, 2023
BUY
N/A
55,796 New
55,796 $936 Million
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