Cohen & Steers Clsd-End Optuny Fnd shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of Cohen & Steers Clsd-End Optuny Fnd (FOF) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth Advisors investment in Cohen & Steers Clsd-End Optuny Fnd
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All positions including Cohen & Steers Clsd-End Optuny Fnd held by EP Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $160k | 14k | 11.20 |
2023-09-30 | $147k | 14k | 10.32 |
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