Benjamin Edwards »

Cohen & Steers Clsd-End Optuny Fnd shares owned by Benjamin Edwards

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

Historical chart of Benjamin Edwards 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 Benjamin Edwards 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 Benjamin Edwards

Quarter filed Position value Share count Share price at filing
2025-12-31 $202k 15k 13.20
2025-09-30 $170k 13k 13.04

More positions owned by Benjamin Edwards

Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Series Trust State Street Spd (SPYG)
Spdr Series Trust State Street Spd (SPMB)
Ishares Tr Core S&p Us Gwt (IUSG)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p Us Vlu (IUSV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Amphenol Corp Cl A (APH)
Spdr Series Trust State Street Spd (SPYV)
Broadcom (AVGO)
World Gold Tr Spdr Gld Minis (GLDM)
Abbvie (ABBV)
Costco Wholesale Corporation (COST)

View all positions for Benjamin Edwards

Top funds holding Cohen & Steers Clsd-End Optuny Fnd

LPL Financial
Raymond James Financial
Wells Fargo & Company
UBS Group
Royal Bank of Canada
Commonwealth Equity Services
Mariner Wealth Advisors
J.w. Cole Advisors
Advisor Group Holdings
Shaker Financial Services
HighTower Advisors
Private Advisor
Hartland & Co
NWF Advisory Services
Cetera Investment Advisers

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