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

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

Historical chart of LVZ Advisors 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 LVZ 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 LVZ Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $168k 14k 11.69
2023-12-31 $161k 14k 11.20
2023-09-30 $148k 14k 10.32
2023-06-30 $154k 14k 10.74
2023-03-31 $157k 14k 10.96
2022-12-31 $150k 14k 10.45
2022-09-30 $126k 13k 9.69

More positions owned by LVZ Advisors

First Tr Exchange-traded Smid Risng Etf (SDVY)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Core S&p Mcp Etf (IJH)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core Us Aggbd Et (AGG)
Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL)
Ishares Tr Core S&p500 Etf (IVV)
Northern Lts Fd Tr Iv Inspire Corp Bd (IBD)
Dimensional Etf Trust Us Equity Etf (DFUS)
Dimensional Etf Trust Core Fixed Incom (DFCF)

View all positions for LVZ Advisors

Top funds holding Cohen & Steers Clsd-End Optuny Fnd

Bank of America Corporation
Commonwealth Equity Services
Wells Fargo & Company
UBS Group
Royal Bank of Canada
HighTower Advisors
Advisor Group Holdings
Raymond James Financial Services Advisors
Raymond James & Associates
Private Advisor
Raymond James Trust
Silverlake Wealth Management
Principal Securities
Atria Wealth Solutions
We Are One Seven

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