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Cohen & Steers Clsd-End Optuny Fnd shares owned by J.w. Cole Advisors

Quarter-by-quarter ownership of Cohen & Steers Clsd-End Optuny Fnd (FOF) shares owned by J.w. Cole Advisors from 13F filings

Historical chart of J.w. Cole Advisors investment in Cohen & Steers Clsd-End Optuny Fnd

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All positions including Cohen & Steers Clsd-End Optuny Fnd held by J.w. Cole 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 J.w. Cole Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $615k 47k 13.00

More positions owned by J.w. Cole Advisors

Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr U.s. Tech Etf (IYW)
Vanguard Index Fds Growth Etf (VUG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr S&p 500 Grwt Etf (IVW)
Select Sector Spdr Tr Technology (XLK)

View all positions for J.w. Cole Advisors

Top funds holding Cohen & Steers Clsd-End Optuny Fnd

Morgan Stanley
LPL Financial
Bank of America Corporation
Wells Fargo & Company
Commonwealth Equity Services
Royal Bank of Canada
Mariner Wealth Advisors
HighTower Advisors
Thrivent Financial for Lutherans
Raymond James & Associates
Raymond James Financial Services Advisors
Advisor Group Holdings
Private Advisor
Raymond James Trust
Hartland & Co

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