Cohen & Steers Clsd-End Optuny Fnd shares owned by Atria Wealth Solutions
Quarter-by-quarter ownership of Cohen & Steers Clsd-End Optuny Fnd (FOF) shares owned by Atria Wealth Solutions
from 13F filings
Historical chart of Atria Wealth Solutions investment in Cohen & Steers Clsd-End Optuny Fnd
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Quarterly reported holdings in Cohen & Steers Clsd-End Optuny Fnd by Atria Wealth Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $326k | 26k | 12.62 |
| 2025-03-31 | $203k | 17k | 12.07 |
| 2024-12-31 | $215k | 17k | 12.70 |
| 2024-09-30 | $226k | 17k | 13.00 |
| 2024-06-30 | $223k | 19k | 11.95 |
| 2024-03-31 | $241k | 21k | 11.69 |
| 2023-12-31 | $279k | 25k | 11.20 |
| 2023-09-30 | $350k | 34k | 10.32 |
| 2023-06-30 | $287k | 27k | 10.74 |
| 2023-03-31 | $286k | 26k | 10.96 |
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