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Flaherty & Crumrine Dyn P shares owned by Pinnacle Wealth Planning Services

Quarter-by-quarter ownership of Flaherty & Crumrine Dyn P (DFP) shares owned by Pinnacle Wealth Planning Services from 13F filings

Historical chart of Pinnacle Wealth Planning Services investment in Flaherty & Crumrine Dyn P

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All positions including Flaherty & Crumrine Dyn P held by Pinnacle Wealth Planning Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Flaherty & Crumrine Dyn P by Pinnacle Wealth Planning Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $110k 5.3k 20.79
2020-12-31 $166k 5.7k 28.99

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Top funds holding Flaherty & Crumrine Dyn P

Raymond James Financial
Cohen & Steers Capital Management
Sit Investment Associates
Invesco
Guggenheim Capital, LLC Managers
Wells Fargo & Company
LPL Financial
Hennion & Walsh Asset Management
Colony
Fiera Capital Corporation
Smith Asset Management
Whipplewood Advisors
Cambridge Investment Research Advisors
Ameriprise Financial
1607 Capital Partners

View all funds holding Flaherty & Crumrine Dyn P