Snapshot holdings2 / 2 loaded
| # | ||
|---|---|---|
| 1 | NAPLES GLOBAL ADVISORS, LLC | $2.7M |
| 2 | DAVENPORT & Co LLC | $389.2K |
Manager changes2026-06-30 vs 2026-03-312 / 2 loaded
| # | ||
|---|---|---|
| 1 | +$679.1K | |
| 2 | +$180.6K |
| # | ||
|---|---|---|
| 1 | NAPLES GLOBAL ADVISORS, LLC | $2.7M |
| 2 | DAVENPORT & Co LLC | $389.2K |
| # | ||
|---|---|---|
| 1 | +$679.1K | |
| 2 | +$180.6K |