Prevail Innovative Wealth Advisors, LLC Cohen & Steers Real Estate Opportunities & Income Fund Transaction History

Prevail Innovative Wealth Advisors, LLC

$283 Billion
Q2 2024

A detailed history of Prevail Innovative Wealth Advisors, LLC transactions in Cohen & Steers Real Estate Opportunities & Income Fund stock. As of the latest transaction made, Prevail Innovative Wealth Advisors, LLC holds 81,852 shares of RLTY stock, worth $1.35 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares

81,852

Previous 72,129 13.48%

Holding current value

$1.35 Million

Previous $1.06 Billion 9.55%

% of portfolio

0.41%

Previous 0.4%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 08, 2024	BUY	$13.0 - $14.56 $126,399 - $141,566	9,723 Added 13.48%	81,852 $1.16 Billion
Q1 2024 May 09, 2024	BUY	$13.51 - $14.74 $173,589 - $189,394	12,849 Added 21.68%	72,129 $1.06 Billion
Q4 2023 Feb 13, 2024	BUY	$11.42 - $14.11 $246,843 - $304,987	21,615 Added 57.39%	59,280 $829 Million
Q3 2023 Nov 14, 2023	BUY	$12.85 - $14.57 $212,963 - $241,468	16,573 Added 78.57%	37,665 $492 Million
Q2 2023 Aug 15, 2023	BUY	$12.54 - $13.78 $264,493 - $290,647	21,092 New	21,092 $291 Million

Others Institutions Holding RLTY

# of Institutions

Shares Held

4.31M

Call Options Held

Put Options Held

View Full List

About Cohen & Steers Real Estate Opportunities & Income Fund

Ticker RLTY
Exchange NYSE
Sector ETFs
Industry ETFs

More about RLTY

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Prevail Innovative Wealth Advisors, LLC Cohen & Steers Real Estate Opportunities & Income Fund Transaction History