Cerity Partners LLC FLAHERTY & CRUMRINE DYNAMIC Transaction History

Cerity Partners LLC

  • $55.1 Billion
  • Q2 2025
Number of Shares
14,300
Previous 16,549 13.59%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 13, 2025
SELL
N/A
-2,249 Reduced 13.59%
14,300 $0
Q1 2025

Apr 30, 2025
BUY
N/A
20 Added 0.12%
16,549 $0
Q4 2024

Feb 13, 2025
SELL
N/A
-1,872 Reduced 10.17%
16,529 $0
Q3 2024

Nov 12, 2024
BUY
N/A
1,101 Added 6.36%
18,401 $0
Q2 2023

Aug 14, 2023
SELL
N/A
-1,346 Reduced 7.22%
17,300 $0
Q1 2023

May 11, 2023
BUY
N/A
646 Added 3.59%
18,646 $0
Q4 2022

Feb 15, 2023
BUY
N/A
18,000 New
18,000 $0
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