Heritage Wealth Management »

Cohen & Steers infrastucture Fund shares owned by Heritage Wealth Management

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

Historical chart of Heritage Wealth Management investment in Cohen & Steers infrastucture Fund

Tip: Access up to 7 years of quarterly data

All positions including Cohen & Steers infrastucture Fund held by Heritage Wealth Management 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 Heritage Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $286k 11k 26.03
2024-06-30 $251k 11k 22.85