Cottonwood Capital Advisors, LLC First Tr Value Line Divid Inde Transaction History
Cottonwood Capital Advisors, LLC
- $128 Million
- Q3 2024
A detailed history of Cottonwood Capital Advisors, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Cottonwood Capital Advisors, LLC holds 87,049 shares of FVD stock, worth $4.03 Million. This represents 3.1% of its overall portfolio holdings.
Number of Shares
87,049
Previous 97,250
10.49%
Holding current value
$4.03 Million
Previous $3.96 Million
0.08%
% of portfolio
3.1%
Previous 3.29%
Shares
12 transactions
Others Institutions Holding FVD
# of Institutions
584Shares Held
139MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY21.4MShares$989 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.6MShares$812 Million0.37% of portfolio
-
Bank Of America Corp Charlotte, NC7.15MShares$331 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA6.98MShares$323 Million0.07% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.58MShares$212 Million0.05% of portfolio