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

Cary Street Partners Financial LLC

  • $3.56 Trillion
  • Q2 2025
Number of Shares
24,951
Previous 25,651 2.73%
Holding current value
$512 Million
Previous $519 Million 1.34%
% of portfolio
0.01%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
SELL
N/A
-700 Reduced 2.73%
24,951 $512 Million
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
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