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Cohen & Steers infrastucture Fund shares owned by Strategic Wealth Partners

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

Historical chart of Strategic 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 Strategic 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 Strategic Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.0M 39k 26.03
2024-06-30 $3.8M 167k 22.48
2024-03-31 $4.3M 184k 23.57
2023-12-31 $3.6M 168k 21.24
2023-09-30 $3.3M 168k 19.58
2023-06-30 $4.0M 167k 23.62

More positions owned by Strategic Wealth Partners

Manager Directed Portfolios Swp Growth & Inc
Ishares Tr Mbs Etf (MBB)
Spdr Ser Tr Portfolio Short (SPSB)
Microsoft Corporation (MSFT)
Ishares Tr Msci Eafe Etf (EFA)
Apple (AAPL)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Invesco Exchange Traded Fd T Intl Divi Achi (PID)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Short Treas Bd (SHV)
Ishares Tr Russell 2000 Etf (IWM)
Alphabet Cap Stk Cl A (GOOGL)
Broadcom (AVGO)
Amazon (AMZN)

View all positions for Strategic Wealth Partners

Top funds holding Cohen & Steers infrastucture Fund

Paralel Advisors
Morgan Stanley
McGowan Group Asset Management
Wells Fargo & Company
Bank of America Corporation
Royal Bank of Canada
Raymond James Financial Services Advisors
LPL Financial
Bedell Investment Counselling
Rocky Mountain Advisers
Stifel Financial
Raymond James & Associates
C2C Wealth Management
Advisor Group Holdings
Cetera Investment Advisers

View all funds holding Cohen & Steers infrastucture Fund