Davenport & CO LLC Principal Exchange Traded Fds Transaction History
Davenport & CO LLC
- $16.8 Billion
- Q3 2024
Shares
4 transactions
Others Institutions Holding YLD
# of Institutions
44Shares Held
9.05MCall Options Held
0Put Options Held
0-
Principal Financial Group Inc Des Moines, IA2.34MShares$45.1 Million0.03% of portfolio
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Strategic Planning Group, LLC Bountiful, UT999KShares$19.2 Million3.85% of portfolio
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Cyndeo Wealth Partners, LLC St. Petersburg, FL864KShares$16.6 Million1.2% of portfolio
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Nicolet Advisory Services, LLC Green Bay, WI786KShares$15.1 Million1.49% of portfolio
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Principal Securities, Inc. Des Moines, IA732KShares$14.1 Million0.35% of portfolio