Cottonwood Capital Advisors, LLC First Tr S&P Reit Index Fd Transaction History
Cottonwood Capital Advisors, LLC
- $125 Million
- Q1 2024
A detailed history of Cottonwood Capital Advisors, LLC transactions in First Tr S&P Reit Index Fd stock. As of the latest transaction made, Cottonwood Capital Advisors, LLC holds 28,274 shares of FRI stock, worth $726,076. This represents 0.59% of its overall portfolio holdings.
Number of Shares
28,274
Previous 29,491
4.13%
Holding current value
$726,076
Previous $773,000
5.05%
% of portfolio
0.59%
Previous 0.64%
Shares
10 transactions
Others Institutions Holding FRI
# of Institutions
65Shares Held
3.01MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY754KShares$19.4 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC685KShares$17.6 Million0.01% of portfolio
-
Ubs Group Ag241KShares$6.2 Million0.0% of portfolio
-
Aft, Forsyth & Sober, LLC159KShares$4.09 Million1.48% of portfolio
-
Chicago Partners Investment Group LLC117KShares$3 Million0.13% of portfolio