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Cohen & Steers infrastucture Fund shares owned by FORM Wealth Advisors

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

Historical chart of FORM Wealth Advisors investment in Cohen & Steers infrastucture Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Cohen & Steers infrastucture Fund by FORM Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-06-30 $260k 9.6k 26.95
2025-03-31 $212k 8.3k 25.55

More positions owned by FORM Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Us Aggbd Et (AGG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Div Grwth (DGRO)
Ishares Core Msci Emkt (IEMG)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr Broad Usd High (USHY)
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)

View all positions for FORM Wealth Advisors

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