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

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

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

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Quarterly reported holdings in Cohen & Steers Clsd-End Optuny Fnd by Kapstone Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $139k 12k 11.95

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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
Raymond James & Associates
Raymond James Financial Services Advisors
Private Advisor
Raymond James Trust
Hartland & Co
J.w. Cole Advisors
Brian McDonald

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