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Flaherty & Crumrine Dyn P shares owned by Revisor Wealth Management

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

Historical chart of Revisor Wealth Management investment in Flaherty & Crumrine Dyn P

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

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Quarterly reported holdings in Flaherty & Crumrine Dyn P by Revisor Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.0M 47k 21.50
2024-06-30 $1.1M 58k 19.20
2024-03-31 $1.5M 84k 18.49
2023-12-31 $819k 46k 17.75
2023-09-30 $936k 56k 16.77

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View all positions for Revisor Wealth Management

Top funds holding Flaherty & Crumrine Dyn P

Raymond James & Associates
Cohen & Steers Capital Management
Invesco
LPL Financial
Kovitz Investment Group Partners
Guggenheim Capital, LLC Managers
Morgan Stanley
International Assets Investment Management
Wells Fargo & Company
Raymond James Financial Services Advisors
Cambridge Investment Research Advisors
1776 Wealth
Envestnet Asset Management
Seamount Financial Group
Commonwealth Equity Services

View all funds holding Flaherty & Crumrine Dyn P