Cottonwood Capital Advisors, LLC First Trust Rising Dividend Ac Transaction History
Cottonwood Capital Advisors, LLC
- $130 Million
- Q4 2024
A detailed history of Cottonwood Capital Advisors, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Cottonwood Capital Advisors, LLC holds 98,004 shares of RDVY stock, worth $5.84 Million. This represents 4.46% of its overall portfolio holdings.
Number of Shares
98,004
Previous 102,643
4.52%
Holding current value
$5.84 Million
Previous $6.08 Million
4.64%
% of portfolio
4.46%
Previous 4.76%
Shares
13 transactions
Others Institutions Holding RDVY
# of Institutions
688Shares Held
170MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC21.3MShares$1.27 Billion0.53% of portfolio
-
Morgan Stanley New York, NY16.2MShares$968 Million0.07% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL10MShares$598 Million0.22% of portfolio
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Wells Fargo & Company San Francisco, CA9.01MShares$537 Million0.12% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL7.03MShares$419 Million0.57% of portfolio