WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC - FLAHERTY & CRUMRINE DYN PFD ownership

FLAHERTY & CRUMRINE DYN PFD's ticker is and the CUSIP is 33848W106. A total of 72 filers reported holding FLAHERTY & CRUMRINE DYN PFD in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC ownership history of FLAHERTY & CRUMRINE DYN PFD
ValueSharesWeighting
Q3 2023$241,069
-3.7%
14,3750.0%0.12%
-0.8%
Q2 2023$250,413
+125.6%
14,375
+273.4%
0.12%
+79.4%
Q3 2021$111,000
-1.8%
3,8500.0%0.07%
-8.1%
Q2 2021$113,000
-2.6%
3,8500.0%0.07%
-7.5%
Q1 2021$116,000
+3.6%
3,8500.0%0.08%
-5.9%
Q4 2020$112,000
+6.7%
3,8500.0%0.08%0.0%
Q3 2020$105,0003,8500.08%
Other shareholders
FLAHERTY & CRUMRINE DYN PFD shareholders Q2 2021
NameSharesValueWeighting ↓
Heron Bay Capital Management 138,479$2,514,7790.98%
1776 Wealth LLC 86,178$1,564,9840.94%
All Season Financial Advisors, Inc. 17,476$317,3620.29%
Palogic Value Management, L.P. 22,100$401,3360.20%
Oxbow Advisors, LLC 35,827$650,6180.12%
ROBINSON CAPITAL MANAGEMENT, LLC 12,500$231,5540.11%
Bison Wealth, LLC 11,189$179,2500.06%
CENTAURUS FINANCIAL, INC. 36,605$6650.05%
Aviance Capital Partners, LLC 11,190$203,2100.04%
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 30,196$548,3590.04%
View complete list of FLAHERTY & CRUMRINE DYN PFD shareholders