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Financial Invs Tr shares owned by Davenport & Co

Quarter-by-quarter ownership of Financial Invs Tr (CCNR) shares owned by Davenport & Co from 13F filings

Historical chart of Davenport & Co investment in Financial Invs Tr

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All positions including Financial Invs Tr held by Davenport & Co consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Financial Invs Tr by Davenport & Co

Quarter filed Position value Share count Share price at filing
2026-06-30 $272k 7.3k 37.29

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Top funds holding Financial Invs Tr

CoreCommodity Management
Joseph Group Capital Management
CLS Investments
Brookwood Investment Group
Smart Money Group
Old Mission Capital
Mml Investors Services
LPL Financial
Lane Brothers & Co
Advisor Group Holdings
Davenport & Co
Raymond James Financial
Citadel Advisors
UBS Group
Wells Fargo & Company

View all funds holding Financial Invs Tr