Ep Wealth Advisors, LLC Cohen & Steers Closed End Opportunity Fund, Inc. Transaction History
Ep Wealth Advisors, LLC
- $11.7 Billion
- Q4 2024
A detailed history of Ep Wealth Advisors, LLC transactions in Cohen & Steers Closed End Opportunity Fund, Inc. stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 17,016 shares of FOF stock, worth $204,362. This represents 0.0% of its overall portfolio holdings.
Number of Shares
17,016
Previous 14,266
19.28%
Holding current value
$204,362
Previous $185,000
16.76%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding FOF
# of Institutions
67Shares Held
5.83MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.51MShares$18.1 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC914KShares$11 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC523KShares$6.28 Million0.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL278KShares$3.34 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA247KShares$2.97 Million0.0% of portfolio
About Cohen & Steers Closed-End Opportunity Fund, Inc.
- Ticker FOF
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management
- Description
- Cohen & Steers Closed-End Opportunity Fund, Inc. is a close-ended fund of funds launched by Cohen & Steers Inc. It is managed by Cohen & Steers Capital Management, Inc. The fund invests in funds investing in public equity markets. It also invests in funds investing in convertible securities, preferred securities, high yield securitie...