Pathway Financial Advisers, LLC FLAHERTY &CRUMRINE DYNAMIC Transaction History

Pathway Financial Advisers, LLC

  • $196 Billion
  • Q3 2024
Number of Shares
2,968
Previous 3,116 4.75%
Holding current value
$63.8 Million
Previous $59.8 Million 6.7%
% of portfolio
0.03%
Previous 0.02%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024
SELL
N/A
-148 Reduced 4.75%
2,968 $63.8 Million
Q2 2024

Aug 20, 2024
BUY
N/A
8 Added 0.26%
3,116 $59.8 Million
Q1 2024

May 29, 2024
BUY
N/A
3,108 New
3,108 $59.6 Million
Q4 2023

Jul 19, 2024
SELL
N/A
-551 Reduced 14.27%
3,310 $58.7 Million
Q3 2023

Jul 19, 2024
BUY
N/A
39 Added 1.02%
3,861 $64.8 Million
Q1 2023

Jul 19, 2024
BUY
N/A
31 Added 0.82%
3,822 $69.4 Million
Q4 2022

Jul 19, 2024
BUY
N/A
683 Added 21.98%
3,791 $70.9 Million
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