GJWM
DFP

Gilliland Jeter Wealth Management’s Flaherty & Crumrine Dynamic Preferred and Income Fund DFP Stock Holding History

Gilliland Jeter Wealth Management’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
2024
Q4 		– Sell
-5,371
Closed -$115K – 283
2024
Q3 		$115K Hold
5,371
– – 0.04% 210
2024
Q2 		$103K Hold
5,371
– – 0.03% 214
2024
Q1 		$103K Buy
+5,371
New +$99.8K 0.04% 215

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
MP
Mangrove Partners Greenwich, Connecticut $1.24B AUM 41.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gilliland Jeter Wealth Management's DFP Position: Q4 2024 in Review

Gilliland Jeter Wealth Management sold out of Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) in Q4 2024, closing a stake of 5,371 shares — an estimated $115K sold.

Gilliland Jeter Wealth Management first reported a position in DFP in Q1 2024 and held it in 3 quarters. The position peaked at $115K in Q3 2024. 74 funds tracked by Wall St. Rank hold DFP as of Q4 2024.

  • Gilliland Jeter Wealth Management reported no remaining Flaherty & Crumrine Dynamic Preferred and Income Fund position as of Q4 2024 after selling out during the quarter.
  • Gilliland Jeter Wealth Management sold 5,371 Flaherty & Crumrine Dynamic Preferred and Income Fund shares in Q4 2024, an estimated $115K.
  • Gilliland Jeter Wealth Management first reported a position in Flaherty & Crumrine Dynamic Preferred and Income Fund in Q1 2024 and held it in 3 quarters.
  • Gilliland Jeter Wealth Management's Flaherty & Crumrine Dynamic Preferred and Income Fund position peaked at $115K in Q3 2024.
  • 74 funds tracked by Wall St. Rank held Flaherty & Crumrine Dynamic Preferred and Income Fund as of Q4 2024.

Based on Gilliland Jeter Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.