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Morningstar shares owned by Cottonwood Capital Advisors

Quarter-by-quarter ownership of Morningstar (MORN) shares owned by Cottonwood Capital Advisors from 13F filings

Historical chart of Cottonwood Capital Advisors investment in Morningstar

Tip: Access up to 7 years of quarterly data

All positions including Morningstar held by Cottonwood Capital Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morningstar by Cottonwood Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $298k 1.0k 295.85

More positions owned by Cottonwood Capital Advisors

Ishares Tr U.s. Tech Etf (IYW)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Ishares Tr Ishares Semicdtr (SOXX)
Trust For Professional Man Convergence Lng (CLSE)
First Tr Lrg Cp Vl Alphadex Com Shs (FTA)
Flexshares Tr Discp Dur Mbs (MBSD)
Ishares Tr Us Home Cons Etf (ITB)
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP)
First Tr Value Line Divid In SHS (FVD)
First Tr Exchange-traded Nasd Tech Div (TDIV)
Ishares Tr Us Br Del Se Etf (IAI)
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Us Oil Gs Ex Etf (IEO)

View all positions for Cottonwood Capital Advisors

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