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Cohen & Steers Clsd-End Optuny Fnd shares owned by Millstone Evans Group

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

Historical chart of Millstone Evans Group investment in Cohen & Steers Clsd-End Optuny Fnd

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All positions including Cohen & Steers Clsd-End Optuny Fnd held by Millstone Evans Group 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 Millstone Evans Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.9k 142 13.20
2025-09-30 $1.9k 142 13.04
2025-06-30 $1.8k 142 12.62
2025-03-31 $1.7k 142 12.07

More positions owned by Millstone Evans Group

Apple (AAPL)
NVIDIA Corporation (NVDA)
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Berkshire Hathaway Incorporated Del Class B Cl B New (BRK.B)
Oracle Corporation (ORCL)
Alphabet Incorporated Cap Stk Class C Cap Stk Cl C (GOOG)
JPMorgan Chase & Co. (JPM)
Ishares Tr Rus Mdcp Val Etf Rus Mdcp Val Etf (IWS)
Ishares Tr Mrgstr Md Cp Val Mrgstr Md Cp Val (IMCV)
Raymond James Financial (RJF)
Alphabet Incorporated Cap Stk Class A Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Johnson & Johnson (JNJ)
International Business Machines (IBM)
Lincoln Electric Holdings (LECO)

View all positions for Millstone Evans Group

Top funds holding Cohen & Steers Clsd-End Optuny Fnd

LPL Financial
Raymond James Financial
Wells Fargo & Company
UBS Group
Royal Bank of Canada
Commonwealth Equity Services
Mariner Wealth Advisors
J.w. Cole Advisors
Advisor Group Holdings
Shaker Financial Services
HighTower Advisors
Private Advisor
Hartland & Co
NWF Advisory Services
Cetera Investment Advisers

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