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Cohen & Steers Clsd-End Optuny Fnd shares owned by Integrated Wealth Concepts

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

Historical chart of Integrated Wealth Concepts 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 Integrated Wealth Concepts 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 Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2026-06-30 $290 21 13.86

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Top funds holding Cohen & Steers Clsd-End Optuny Fnd

Morgan Stanley
LPL Financial
Bank of America Corporation
Raymond James Financial
Advisor Group Holdings
Wells Fargo & Company
UBS Group
Commonwealth Equity Services
Mariner Wealth Advisors
Royal Bank of Canada
Private Advisor
Cetera Investment Advisers
HighTower Advisors
Hartland & Co
NWF Advisory Services

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