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Cohen & Steers infrastucture Fund shares owned by Cyndeo Wealth Partners

Quarter-by-quarter ownership of Cohen & Steers infrastucture Fund (UTF) shares owned by Cyndeo Wealth Partners from 13F filings

Historical chart of Cyndeo Wealth Partners investment in Cohen & Steers infrastucture Fund

Tip: Access up to 7 years of quarterly data

All positions including Cohen & Steers infrastucture Fund held by Cyndeo Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Cohen & Steers infrastucture Fund by Cyndeo Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.0M 44k 23.57
2023-12-31 $935k 44k 21.24
2023-09-30 $862k 44k 19.58
2023-06-30 $1.0M 44k 23.62
2023-03-31 $1.1M 44k 24.40
2022-12-31 $1.0M 42k 23.99

More positions owned by Cyndeo Wealth Partners

Microsoft Corporation (MSFT)
Ishares Tr Core Us Aggbd Et (AGG)
Amazon (AMZN)
Abbvie (ABBV)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
Apple (AAPL)
Broadcom (AVGO)
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)
Abbott Laboratories (ABT)
Ishares Tr Tips Bd Etf (TIP)
First Tr Exchange-traded Senior Ln Fd (FTSL)
First Tr Exchng Traded Fd Vi Tcw Uncontrai (UCON)
Principal Exchange Traded Active High Yl (YLD)
Ishares Tr 0-5 Yr Tips Etf (STIP)
JPMorgan Chase & Co. (JPM)

View all positions for Cyndeo Wealth Partners

Top funds holding Cohen & Steers infrastucture Fund

Paralel Advisors
Wells Fargo & Company
Bank of America Corporation
UBS Group
Royal Bank of Canada
Raymond James Financial Services Advisors
Cornerstone Advisors
Rocky Mountain Advisers
Advisor Group Holdings
Raymond James & Associates
Stifel Financial
United Capital Management of KS
Commonwealth Equity Services
Branch Banking & Trust Company
Conning

View all funds holding Cohen & Steers infrastucture Fund