Cottonwood Capital Advisors, LLC First Tr Large Cap Value Transaction History
Cottonwood Capital Advisors, LLC
- $120 Million
- Q2 2024
A detailed history of Cottonwood Capital Advisors, LLC transactions in First Tr Large Cap Value stock. As of the latest transaction made, Cottonwood Capital Advisors, LLC holds 75,784 shares of FTA stock, worth $5.96 Million. This represents 4.64% of its overall portfolio holdings.
Number of Shares
75,784
Previous 78,044
2.9%
Holding current value
$5.96 Million
Previous $5.96 Million
6.44%
% of portfolio
4.64%
Previous 4.78%
Shares
11 transactions
Others Institutions Holding FTA
# of Institutions
205Shares Held
11.3MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.11MShares$166 Million0.01% of portfolio
-
Ubs Group Ag979KShares$76.9 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC803KShares$63.1 Million0.03% of portfolio
-
Envestnet Asset Management Inc545KShares$42.9 Million0.01% of portfolio
-
Kaydan Wealth Management, Inc. Fenton, MI379KShares$29.8 Million9.89% of portfolio