Essential Planning »

Cohen & Steers infrastucture Fund shares owned by Essential Planning

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

Historical chart of Essential Planning investment in Cohen & Steers infrastucture Fund

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Cohen & Steers infrastucture Fund by Essential Planning

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.6M 64k 25.15

More positions owned by Essential Planning

Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Eli Lilly & Co. (LLY)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Dimensional Etf Trust Short Duration F (DFSD)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Mbs Etf (MBB)
Dimensional Etf Trust Us Core Equity 1 (DCOR)
J P Morgan Exchange Traded F Jpmorgam Ltd Dur (JPLD)

View all positions for Essential Planning

Top funds holding Cohen & Steers infrastucture Fund

Paralel Advisors
Morgan Stanley
McGowan Group Asset Management
Wells Fargo & Company
UBS Group
Raymond James Financial
Royal Bank of Canada
LPL Financial
Stifel Financial
Rocky Mountain Advisers
Cornerstone Advisors
Boothbay Fund Management
Alpine Partners VI
Bedell Investment Counselling
Advisor Group Holdings

View all funds holding Cohen & Steers infrastucture Fund