Kovitz Investment Group Partners

Kovitz Investment Group Partners’s Flaherty & Crumrine Dynamic Preferred and Income Fund DFP Stock Holding History

Kovitz Investment Group Partners’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	$3.31M	Sell
2025 Q1	$3.67M	Sell
2024 Q4	$4.17M	Sell
2024 Q3	$4.91M	Buy