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Cohen & Steers Clsd-End Optuny Fnd shares owned by Brian McDonald

Quarter-by-quarter ownership of Cohen & Steers Clsd-End Optuny Fnd (FOF) shares owned by Brian McDonald from 13F filings

Historical chart of Brian McDonald investment in Cohen & Steers Clsd-End Optuny Fnd

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All positions including Cohen & Steers Clsd-End Optuny Fnd held by Brian McDonald consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Cohen & Steers Clsd-End Optuny Fnd by Brian McDonald

Quarter filed Position value Share count Share price at filing
2024-03-31 $412k 35k 11.69
2023-09-30 $286k 28k 10.32

More positions owned by Brian McDonald

Microsoft Corp Common (MSFT)
Apple Common (AAPL)
Lilly Eli & Co Common (LLY)
Ishares Tr Tr-s&p 500 Index Common (IVV)
Nvidia Corp Common (NVDA)
Amazon Common (AMZN)
Spdr S&p 500 Etf Trust Common (SPY)
Jpmorgan Chase & Co Common (JPM)
Home Depot Common (HD)
Alphabet Inc Cl A Common (GOOGL)
Facebook Common (META)
Ishares Tr Russell 1000 Growth Common (IWF)
Ishares Tr 1000 Etf Common (IWB)
Alphabet Inc Cl C Common (GOOG)
Visa Inc Cl A Common (V)

View all positions for Brian McDonald

Top funds holding Cohen & Steers Clsd-End Optuny Fnd

Morgan Stanley
LPL Financial
Bank of America Corporation
Commonwealth Equity Services
Wells Fargo & Company
UBS Group
Royal Bank of Canada
HighTower Advisors
Advisor Group Holdings
Raymond James Financial Services Advisors
Thrivent Financial for Lutherans
Raymond James & Associates
Private Advisor
Financial Alternatives
Raymond James Trust

View all funds holding Cohen & Steers Clsd-End Optuny Fnd