Cottonwood Capital Advisors, LLC First Tr Value Line Divid Inde Put Options Transaction History

Cottonwood Capital Advisors, LLC

$128 Million
Q3 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding FVD

# of Institutions

584

Shares Held

139M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

21.4M
Shares

$989 Million
0.07% of portfolio
Lpl Financial LLC Fort Mill, SC

17.6M
Shares

$812 Million
0.37% of portfolio
Bank Of America Corp Charlotte, NC

7.15M
Shares

$331 Million
0.03% of portfolio
Wells Fargo & Company San Francisco, CA

6.98M
Shares

$323 Million
0.07% of portfolio
Ameriprise Financial Inc Minneapolis, MN

4.58M
Shares

$212 Million
0.05% of portfolio

About FIRST TR VALUE LINE DIVID INDE

Ticker FVD
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Cottonwood Capital Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cottonwood Capital Advisors, LLC with notifications on news.