AWS
DFP

Atria Wealth Solutions’s Flaherty & Crumrine Dynamic Preferred and Income Fund DFP Stock Holding History

Atria Wealth Solutions’s Portfolio DFP Stock Details DFP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-10,711
Closed -$217K – 1550
2025
Q1 		$217K Hold
10,711
– – ﹤0.01% 1672
2024
Q4 		$214K Sell
10,711
-693
-6% -$14.3K ﹤0.01% 1795
2024
Q3 		$245K Hold
11,404
– – ﹤0.01% 1641
2024
Q2 		$219K Sell
11,404
-2,234
-16% -$41.6K ﹤0.01% 1708
2024
Q1 		$261K Sell
13,638
-2,333
-15% -$43.3K ﹤0.01% 1649
2023
Q4 		$283K Sell
15,971
-190
-1% -$3.2K ﹤0.01% 1535
2023
Q3 		$271K Sell
16,161
-443
-3% -$7.76K ﹤0.01% 1480
2023
Q2 		$289K Sell
16,604
-3,762
-18% -$65.9K ﹤0.01% 1470
2023
Q1 		$370K Sell
20,366
-2,058
-9% -$40.7K 0.01% 1306
2022
Q4 		$420K Sell
22,424
-2,962
-12% -$56.6K 0.01% 1175
2022
Q3 		$484K Sell
25,386
-11,916
-32% -$256K 0.01% 1039
2022
Q2 		$802K Sell
37,302
-8,422
-18% -$195K 0.02% 793
2022
Q1 		$1.19M Buy
+45,724
New +$1.2M 0.02% 660

Other funds holding DFP

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return