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

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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
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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View all positions for Atria Wealth Solutions

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