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 $3.88 Million. This represents 3.1% of its overall portfolio holdings.
Number of Shares
87,049
Previous 97,250
10.49%
Holding current value
$3.88 Million
Previous $3.96 Million
0.08%
% of portfolio
3.1%
Previous 3.29%
Shares
12 transactions
Others Institutions Holding FVD
# of Institutions
573Shares Held
144MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY22.4MShares$1 Billion0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.5MShares$826 Million0.38% of portfolio
-
Wells Fargo & Company San Francisco, CA7.22MShares$322 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC6.94MShares$309 Million0.03% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN5.16MShares$230 Million0.06% of portfolio