Cahill Financial Advisors Inc Riverfront Strategic Income Fd Transaction History

Cahill Financial Advisors Inc

$707 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 11, 2022	SELL	$24.5 - $24.81 $88,371 - $89,489	-3,607 Closed	0 $0
Q3 2021 Nov 16, 2021	BUY	$24.75 - $24.95 $89,273 - $89,994	3,607 New	3,607 $89,000
Q1 2020 May 15, 2020	SELL	$20.93 - $24.93 $235,650 - $280,686	-11,259 Closed	0 $0
Q4 2019 Feb 14, 2020	SELL	$24.73 - $24.96 $10,955 - $11,057	-443 Reduced 3.79%	11,259 $280,000
Q1 2019 May 16, 2019	SELL	$24.03 - $24.67 $9,804 - $10,065	-408 Reduced 3.37%	11,702 $288,000
Q3 2018 Nov 13, 2018	SELL	$24.33 - $24.68 $70,557 - $71,572	-2,900 Reduced 19.32%	12,110 $299,000
Q3 2017 Nov 14, 2017	BUY	$25.42 - $25.44 $20,081 - $20,097	790 Added 5.56%	15,010 $382,000
Q2 2017 Aug 14, 2017	BUY	N/A	14,220	14,220 $361,000

Others Institutions Holding RIGS

# of Institutions

43

Shares Held

2.21M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

300K
Shares

$6.9 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

295K
Shares

$6.78 Million
0.0% of portfolio
Elevated Capital Advisors, LLC Sandy, UT

274K
Shares

$6.29 Million
1.89% of portfolio
River Front Investment Group, LLC Richmond, VA

203K
Shares

$4.66 Million
0.11% of portfolio
Envestnet Asset Management Inc

113K
Shares

$2.6 Million
0.0% of portfolio

About RIVERFRONT STRATEGIC INCOME FD

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