Freedom Wealth Alliance, LLC Cohen & Steers Real Estate Opportunities & Income Fund Transaction History

Freedom Wealth Alliance, LLC

$60.8 Billion
Q3 2023

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 14, 2023	BUY	$12.35 - $14.9 $49,400 - $59,600	4,000 New	4,000 $53.9 Million

Others Institutions Holding RLTY

# of Institutions

39

Shares Held

4.11M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

1.56M
Shares

$24 Million
0.0% of portfolio
Pathstone Holdings, LLC Englewood, NJ

687K
Shares

$10.6 Million
0.05% of portfolio
Bank Of America Corp Charlotte, NC

319K
Shares

$4.92 Million
0.0% of portfolio
Advisor Partners Ii, LLC Walnut Creek, CA

267K
Shares

$4.11 Million
0.14% of portfolio
Wells Fargo & Company San Francisco, CA

214K
Shares

$3.3 Million
0.0% of portfolio

About Cohen & Steers Real Estate Opportunities & Income Fund

Ticker RLTY
Exchange NYSE
Sector ETFs
Industry ETFs

More about RLTY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Freedom Wealth Alliance, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Freedom Wealth Alliance, LLC with notifications on news.