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Cohen & Steers Clsd-End Optuny Fnd shares owned by Garton & Associates Financial Advisors

Quarter-by-quarter ownership of Cohen & Steers Clsd-End Optuny Fnd (FOF) shares owned by Garton & Associates Financial Advisors from 13F filings

Historical chart of Garton & Associates Financial Advisors investment in Cohen & Steers Clsd-End Optuny Fnd

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All positions including Cohen & Steers Clsd-End Optuny Fnd held by Garton & Associates Financial Advisors 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 Garton & Associates Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $55k 4.2k 13.20

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Top funds holding Cohen & Steers Clsd-End Optuny Fnd

LPL Financial
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Advisor Group Holdings
Shaker Financial Services
HighTower Advisors
Private Advisor
Cetera Investment Advisers
Hartland & Co
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View all funds holding Cohen & Steers Clsd-End Optuny Fnd