Cottonwood Capital Advisors, LLC First Trust Rising Dividend Ac Transaction History
Cottonwood Capital Advisors, LLC
- $120 Million
- Q2 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 110,531 shares of RDVY stock, worth $6.5 Million. This represents 5.03% of its overall portfolio holdings.
Number of Shares
110,531
Previous 124,007
10.87%
Holding current value
$6.5 Million
Previous $6.97 Million
13.12%
% of portfolio
5.03%
Previous 5.58%
Shares
11 transactions
Others Institutions Holding RDVY
# of Institutions
565Shares Held
140MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC19.4MShares$1.14 Billion0.54% of portfolio
-
Morgan Stanley New York, NY15MShares$880 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA8.76MShares$515 Million0.12% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL6.87MShares$404 Million0.54% of portfolio
-
Bank Of America Corp Charlotte, NC5.05MShares$297 Million0.02% of portfolio