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Cohen & Steers Clsd-End Optuny Fnd shares owned by Moneta Group Investment Advisors

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

Historical chart of Moneta Group Investment 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 Moneta Group Investment 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 Moneta Group Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $150k 11k 13.88
2018-06-30 $14k 1.1k 12.90

More positions owned by Moneta Group Investment Advisors

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Ishares Tr Core S&p Scp Etf (IJR)
Apple (AAPL)

View all positions for Moneta Group Investment Advisors

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