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Cohen & Steers Clsd-End Optuny Fnd shares owned by Strategic Wealth Partners

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

Historical chart of Strategic Wealth Partners investment in Cohen & Steers Clsd-End Optuny Fnd

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All positions including Cohen & Steers Clsd-End Optuny Fnd held by Strategic Wealth Partners 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 Strategic Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $276k 21k 13.04
2025-06-30 $257k 20k 12.62

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Top funds holding Cohen & Steers Clsd-End Optuny Fnd

Morgan Stanley
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UBS Group
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