Davenport & CO LLC Simplify Exchange Traded Fds E Transaction History
Davenport & CO LLC
- $17.6 Billion
- Q4 2025
Shares
2 transactions
Others Institutions Holding HIGH
# of Institutions
56Shares Held
5.04MCall Options Held
0Put Options Held
0-
Wealth Plan Investment Management, LLC Omaha, NE560KShares$00.0% of portfolio
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Ae Wealth Management LLC536KShares$00.0% of portfolio
-
Beacon Capital Management, LLC536KShares$00.0% of portfolio
-
Principal Securities, Inc. Des Moines, IA521KShares$00.2% of portfolio
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Elevated Capital Advisors, LLC Sandy, UT421KShares$00.0% of portfolio