FLAHERTY & CRUMRINE TOTAL RE
| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) | Type |
|---|---|---|---|---|---|---|---|
| Hennion & Walsh Asset Management, Inc. | 158,784 | 199,205 | +40,421 | 0.10 | 0.11 | +0.02 | buy |
| Mallini Complete Financial Planning LLC | 18,391 | 18,571 | +180 | 0.26 | 0.24 | -0.01 | buy |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 932 | 732 | -200 | 0.00 | 0.00 | -0.00 | sell |
| Smith Asset Management Co., LLC | 127,651 | 126,131 | -1,520 | 1.84 | 1.80 | -0.05 | sell |
| CEERA INVESTMENTS, LLC | 35,570 | 33,670 | -1,900 | 0.24 | 0.25 | +0.00 | sell |
| Fiera Capital Corp | 70,401 | 67,890 | -2,511 | 0.00 | 0.00 | -0.00 | sell |
| Strategic Advocates LLC | 27,526 | 98 | -27,428 | 0.12 | 0.01 | -0.12 | sell |