Western Wealth Management, LLC - FLAHERTY&CRMN PFD SEC INCOM ownership

Quarter-by-quarter ownership
Western Wealth Management, LLC ownership history of FLAHERTY&CRMN PFD SEC INCOM
ValueSharesWeighting
Q3 2023$1,291,450
-8.9%
99,572
-3.5%
0.11%
-9.9%
Q2 2023$1,417,372
+1.6%
103,157
+2.3%
0.12%
-6.9%
Q1 2023$1,395,259
+21.8%
100,814
+32.2%
0.13%
+11.1%
Q4 2022$1,145,65376,2750.12%
Other shareholders
FLAHERTY&CRMN PFD SEC INCOM shareholders Q4 2023
NameSharesValueWeighting ↓
Affiance Financial, LLC 356,969$5,972,0003.95%
American Financial Advisors, LLC 620,064$10,374,0002.27%
Oxbow Advisors, LLC 364,798$6,103,0000.82%
Family Firm, Inc. 103,299$1,728,0000.69%
NWAM LLC 158,679$2,655,0000.68%
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 40,900$684,0000.58%
Aevitas Wealth Management, Inc. 30,072$503,0000.51%
ROBINSON CAPITAL MANAGEMENT, LLC 83,512$1,397,0000.51%
Advisory Resource Group 47,818$800,0000.49%
Covington Capital Management 414,897$6,941,0000.48%
View complete list of FLAHERTY&CRMN PFD SEC INCOM shareholders