Cottonwood Capital Advisors, LLC Flexshares Tr Disciplined Dura Transaction History
Cottonwood Capital Advisors, LLC
- $128 Million
- Q3 2024
A detailed history of Cottonwood Capital Advisors, LLC transactions in Flexshares Tr Disciplined Dura stock. As of the latest transaction made, Cottonwood Capital Advisors, LLC holds 285,472 shares of MBSD stock, worth $5.78 Million. This represents 4.69% of its overall portfolio holdings.
Number of Shares
285,472
Previous 224,075
27.4%
Holding current value
$5.78 Million
Previous $4.55 Million
31.74%
% of portfolio
4.69%
Previous 3.78%
Shares
3 transactions
Others Institutions Holding MBSD
# of Institutions
30Shares Held
1.9MCall Options Held
0Put Options Held
0-
Boltwood Capital Management417KShares$8.45 Million2.6% of portfolio
-
Creative One Wealth, LLC Overland Park, KS296KShares$6 Million0.23% of portfolio
-
Trivant Custom Portfolio Group, LLC San Diego, CA285KShares$5.77 Million3.45% of portfolio
-
Morgan Stanley New York, NY143KShares$2.89 Million0.0% of portfolio
-
Sanctuary Advisors, LLC Indianapolis, IN70.3KShares$1.42 Million0.01% of portfolio