Baystate Wealth Management »

Cohen & Steers Clsd-End Optuny Fnd shares owned by Baystate Wealth Management

Quarter-by-quarter ownership of Cohen & Steers Clsd-End Optuny Fnd (FOF) shares owned by Baystate Wealth Management from 13F filings

Historical chart of Baystate Wealth Management investment in Cohen & Steers Clsd-End Optuny Fnd

Tip: Access up to 7 years of quarterly data

All positions including Cohen & Steers Clsd-End Optuny Fnd held by Baystate Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Cohen & Steers Clsd-End Optuny Fnd by Baystate Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $17k 1.5k 11.20

More positions owned by Baystate Wealth Management

Ishares Russell Top 200 Growth Etf Etf (IWY)
Spdr S&p World Ex-us Etf (SPDW)
Invesco Ftse Rafi Us 1000 Etf Etf (PRF)
Ishares S&p 500 Index Etf (IVV)
Ishares Aggregate Bond Etf Etf (AGG)
Vanguard Value Etf Etf (VTV)
Invesco Russell 1000 Dynamic Multifactor Etf Etf (OMFL)
Blackrock Ultra Short-term Bond Etf Etf (ICSH)
Ishares Core Msci Eafe Etf Etf (IEFA)
Ishares Tr Russell Midcap Index Etf (IWR)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Vanguard S&p Small-cap 600 Etf Etf (VIOO)
Spdr Barclays Capital Short Term Corp Bd Etf (SPSB)
Vanguard Total Bond Market Etf Etf (BND)
Ishares Msci Usa Value Factor Etf Etf (VLUE)

View all positions for Baystate Wealth Management

Top funds holding Cohen & Steers Clsd-End Optuny Fnd

Bank of America Corporation
Commonwealth Equity Services
Wells Fargo & Company
UBS Group
Royal Bank of Canada
HighTower Advisors
Advisor Group Holdings
Raymond James Financial Services Advisors
Raymond James & Associates
Private Advisor
Raymond James Trust
Silverlake Wealth Management
Principal Securities
Atria Wealth Solutions
We Are One Seven

View all funds holding Cohen & Steers Clsd-End Optuny Fnd